MTC
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Matrix Trust Company’s Lincoln National LNC Stock Holding History

Matrix Trust Company’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-620
Closed -$22K – 146
2026
Q1 		$22K Buy
+620
New +$23.8K ﹤0.01% 112

Other funds holding LNC

WC
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Matrix Trust Company's LNC Position: Q2 2026 in Review

Matrix Trust Company sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 620 shares — an estimated $22K sold.

Matrix Trust Company first reported a position in LNC in Q1 2026 and held it in 1 quarter. The position peaked at $22K in Q1 2026. 72 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Matrix Trust Company reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 620 Lincoln National shares in Q2 2026, an estimated $22K.
  • Matrix Trust Company first reported a position in Lincoln National in Q1 2026 and held it in 1 quarter.
  • Matrix Trust Company's Lincoln National position peaked at $22K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.