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LNC icon

&Partners’s Lincoln National LNC Stock Holding History

&Partners’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 		$10.9M Buy
309,681
+86,833
+39% +$3.12M 0.04% 360
2026
Q1 		$7.91M Buy
222,848
+36,144
+19% +$1.39M 0.04% 395
2025
Q4 		$8.31M Buy
+186,704
New +$7.78M 0.04% 353
2021
Q1 		– Sell
-4,600
Closed -$231K – 162
2020
Q4 		$231K Buy
+4,600
New +$196K 0.19% 112

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

&Partners's LNC Position: Q2 2026 in Review

&Partners increased its Lincoln National (LNC) stake by 39% in Q2 2026, buying an estimated $3.12M and bringing the position to 309,681 shares worth $10.9M. The position accounts for 0.04% of the portfolio, ranked #360.

&Partners first reported a position in LNC in Q4 2020 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • &Partners held 309,681 shares of Lincoln National worth $10.9M as of Q2 2026.
  • &Partners bought 86,833 Lincoln National shares in Q2 2026, an estimated $3.12M.
  • Lincoln National made up 0.04% of &Partners's portfolio in Q2 2026, its #360 holding.
  • &Partners first reported a position in Lincoln National in Q4 2020 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.