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Principal Securities’s Lincoln National LNC Stock Holding History

Principal Securities’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 		$226K Buy
+6,393
New +$230K ﹤0.01% 1465
2025
Q4 		– Sell
-267
Closed -$10.8K – 2602
2025
Q3 		$10.8K Buy
267
+184
+222% +$7.12K ﹤0.01% 2685
2025
Q2 		$2.87K Sell
83
-449
-84% -$14.7K ﹤0.01% 3031
2025
Q1 		$16.9K Hold
532
– – ﹤0.01% 2302
2024
Q4 		$16.9K Buy
532
+62
+13% +$2.07K ﹤0.01% 2299
2024
Q3 		$14.8K Sell
470
-81
-15% -$2.52K ﹤0.01% 2268
2024
Q2 		$17.1K Sell
551
-17
-3% -$514 ﹤0.01% 2140
2024
Q1 		$18.1K Sell
568
-143
-20% -$3.95K ﹤0.01% 2054
2023
Q4 		$19.2K Buy
+711
New +$17.1K ﹤0.01% 1938

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

Principal Securities's LNC Position: Q2 2026 in Review

Principal Securities opened a new position in Lincoln National (LNC) in Q2 2026: 6,393 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Principal Securities previously reported a position in LNC as recently as Q3 2025.

Principal Securities first reported a position in LNC in Q4 2023 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Principal Securities held 6,393 shares of Lincoln National worth $226K as of Q2 2026.
  • Lincoln National was a new Principal Securities position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1465 holding.
  • Principal Securities first reported a position in Lincoln National in Q4 2023 and has held it in 9 quarters since.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.