Pathstone Holdings
LNC icon

Pathstone Holdings’s Lincoln National LNC Stock Holding History

Pathstone 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 		$1.53M Sell
42,682
-1,057
-2% -$38K ﹤0.01% 1281
2026
Q1 		$1.55M Sell
43,739
-10,470
-19% -$402K 0.01% 1165
2025
Q4 		$2.41M Buy
54,209
+5,456
+11% +$227K 0.01% 924
2025
Q3 		$1.97M Buy
48,753
+2,525
+5% +$97.7K 0.01% 1038
2025
Q2 		$1.6M Sell
46,228
-4,207
-8% -$138K 0.01% 1126
2025
Q1 		$1.81M Sell
50,435
-515
-1% -$18.3K 0.01% 1037
2024
Q4 		$1.62M Sell
50,950
-4,799
-9% -$160K 0.01% 1093
2024
Q3 		$1.76M Sell
55,749
-6,788
-11% -$212K 0.01% 1049
2024
Q2 		$1.94M Buy
62,537
+653
+1% +$19.8K 0.01% 929
2024
Q1 		$1.98M Buy
61,884
+8,638
+16% +$239K 0.01% 906
2023
Q4 		$1.44M Buy
+53,246
New +$1.28M 0.01% 878

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

Pathstone Holdings's LNC Position: Q2 2026 in Review

Pathstone Holdings reduced its Lincoln National (LNC) stake by 2.4% in Q2 2026, selling an estimated $38K and leaving 42,682 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Pathstone Holdings first reported a position in LNC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Pathstone Holdings held 42,682 shares of Lincoln National worth $1.53M as of Q2 2026.
  • Pathstone Holdings sold 1,057 Lincoln National shares in Q2 2026, an estimated $38K.
  • Lincoln National made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1281 holding.
  • Pathstone Holdings first reported a position in Lincoln National in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Lincoln National position peaked at $2.41M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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