Pallas Capital Advisors’s Lincoln National LNC Stock Holding History

Pallas Capital Advisors’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	$279K	Sell	7,905 -17	-0.2%	-$611	0.01%	762
2026 Q1	$281K	Buy	7,922 +74	+0.9%	+$2.84K	0.01%	659
2025 Q4	$349K	Buy	7,848 +20	+0.3%	+$833	0.01%	642
2025 Q3	$316K	Buy	7,828 +26	+0.3%	+$1.01K	0.01%	656
2025 Q2	$270K	Sell	7,802 -2,159	-22%	-$70.6K	0.01%	687
2025 Q1	$358K	Buy	9,961 +186	+2%	+$6.6K	0.01%	556
2024 Q4	$310K	Sell	9,775 -1,055	-10%	-$35.2K	0.01%	463
2024 Q3	$355K	Buy	10,830 +796	+8%	+$24.8K	0.02%	436
2024 Q2	$323K	Sell	10,034 -1,459	-13%	-$44.1K	0.01%	397
2024 Q1	$367K	Sell	11,493 -1,368	-11%	-$37.8K	0.02%	326
2023 Q4	$347K	Sell	12,861 -236	-2%	-$5.67K	0.02%	298
2023 Q3	$281K	Buy	13,097 +897	+7%	+$23.5K	0.02%	295
2023 Q2	$324K	Sell	12,200 -22,150	-64%	-$486K	0.01%	223
2023 Q1	$728K	Buy	+34,350	New	+$1.02M	0.07%	166

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pallas Capital Advisors's LNC Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Lincoln National (LNC) stake by 0.21% in Q2 2026, selling an estimated $611 and leaving 7,905 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #762.

Pallas Capital Advisors first reported a position in LNC in Q1 2023 and has held it in 14 quarters since. The position peaked at $728K in Q1 2023. 620 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Pallas Capital Advisors held 7,905 shares of Lincoln National worth $279K as of Q2 2026.
Pallas Capital Advisors sold 17 Lincoln National shares in Q2 2026, an estimated $611.
Lincoln National made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #762 holding.
Pallas Capital Advisors first reported a position in Lincoln National in Q1 2023 and has held it in 14 quarters since.
Pallas Capital Advisors's Lincoln National position peaked at $728K in Q1 2023.
620 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.