Osaic Holdings
LNC icon

Osaic Holdings’s Lincoln National LNC Stock Holding History

Osaic Holdings’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 		$8.04M Buy
227,292
+44,872
+25% +$1.61M 0.01% 1186
2026
Q1 		$6.48M Sell
182,420
-89,973
-33% -$3.46M 0.01% 1178
2025
Q4 		$12.1M Sell
272,393
-49,246
-15% -$2.05M 0.02% 826
2025
Q3 		$13.2M Buy
321,639
+70,888
+28% +$2.74M 0.02% 838
2025
Q2 		$8.68M Buy
250,751
+95,015
+61% +$3.11M 0.02% 909
2025
Q1 		$5.59M Buy
155,736
+54,400
+54% +$1.93M 0.01% 993
2024
Q4 		$3.21M Sell
101,336
-830
-0.8% -$27.7K 0.01% 1310
2024
Q3 		$3.22M Sell
102,166
-2,814
-3% -$87.7K 0.01% 1349
2024
Q2 		$3.27M Buy
104,980
+45,777
+77% +$1.38M 0.01% 1291
2024
Q1 		$1.89M Sell
59,203
-34,387
-37% -$950K ﹤0.01% 1738
2023
Q4 		$2.52M Sell
93,590
-118,034
-56% -$2.84M ﹤0.01% 1686
2023
Q3 		$5.23M Buy
211,624
+82,224
+64% +$2.15M 0.01% 1284
2023
Q2 		$3.34M Buy
129,400
+11,488
+10% +$252K 0.01% 1471
2023
Q1 		$2.65M Buy
117,912
+18,300
+18% +$544K 0.01% 1606
2022
Q4 		$3.06M Buy
99,612
+32,977
+49% +$1.31M 0.01% 1432
2022
Q3 		$2.92M Buy
66,635
+27,392
+70% +$1.32M 0.01% 1353
2022
Q2 		$1.84M Buy
39,243
+2,887
+8% +$165K ﹤0.01% 1727
2022
Q1 		$2.42M Buy
36,356
+1,845
+5% +$126K ﹤0.01% 1775
2021
Q4 		$2.36M Sell
34,511
-2,282
-6% -$161K ﹤0.01% 1638
2021
Q3 		$2.53M Sell
36,793
-10,344
-22% -$676K 0.01% 1514
2021
Q2 		$2.96M Buy
47,137
+8,470
+22% +$559K 0.01% 1403
2021
Q1 		$2.41M Sell
38,667
-564
-1% -$31.2K 0.01% 1454
2020
Q4 		$1.97M Buy
39,231
+4,389
+13% +$187K 0.01% 1459
2020
Q3 		$1.1M Buy
34,842
+1,083
+3% +$38.7K ﹤0.01% 1758
2020
Q2 		$1.24M Buy
33,759
+2,877
+9% +$101K ﹤0.01% 1590
2020
Q1 		$772K Buy
+30,882
New +$1.47M ﹤0.01% 1726

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings's LNC Position: Q2 2026 in Review

Osaic Holdings increased its Lincoln National (LNC) stake by 25% in Q2 2026, buying an estimated $1.61M and bringing the position to 227,292 shares worth $8.04M. The position accounts for 0.01% of the portfolio, ranked #1186.

Osaic Holdings first reported a position in LNC in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.2M in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Osaic Holdings held 227,292 shares of Lincoln National worth $8.04M as of Q2 2026.
  • Osaic Holdings bought 44,872 Lincoln National shares in Q2 2026, an estimated $1.61M.
  • Lincoln National made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1186 holding.
  • Osaic Holdings first reported a position in Lincoln National in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Lincoln National position peaked at $13.2M in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.