Philadelphia Financial Management of San Francisco’s Lincoln National LNC Stock Holding History

Philadelphia Financial Management of San Francisco’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	-285,000	Closed	-$10.1M	–	64
2026 Q1	$10.1M	Buy	+285,000	New	+$11M	2.93%	8
2021 Q4	–	Sell	-99,816	Closed	-$6.86M	–	41
2021 Q3	$6.86M	Buy	+99,816	New	+$6.52M	2.18%	20
2017 Q3	–	Sell	-275,800	Closed	-$18.6M	–	38
2017 Q2	$18.6M	Buy	+275,800	New	+$18.2M	3.35%	12
2015 Q1	–	Sell	-224,964	Closed	-$13M	–	37
2014 Q4	$13M	Buy	+224,964	New	+$12.2M	2.27%	20

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 $3.37T AUM 44.26% 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

Philadelphia Financial Management of San Francisco's LNC Position: Q2 2026 in Review

Philadelphia Financial Management of San Francisco sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 285,000 shares — an estimated $10.1M sold.

Philadelphia Financial Management of San Francisco first reported a position in LNC in Q4 2014 and held it in 4 quarters. The position peaked at $18.6M in Q2 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Philadelphia Financial Management of San Francisco reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 285,000 Lincoln National shares in Q2 2026, an estimated $10.1M.
Philadelphia Financial Management of San Francisco first reported a position in Lincoln National in Q4 2014 and held it in 4 quarters.
Philadelphia Financial Management of San Francisco's Lincoln National position peaked at $18.6M in Q2 2017.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q2 2026, filed 14 Aug 2026.