Private Trust Company’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $136K | Hold |
3,857
| – | – | 0.01% | 961 |
|
|
2026
Q1 | $137K | Hold |
3,857
| – | – | 0.01% | 919 |
|
|
2025
Q4 | $172K | Buy |
3,857
+3,311
| +606% | +$138K | 0.02% | 819 |
|
|
2025
Q3 | $22K | Hold |
546
| – | – | ﹤0.01% | 1600 |
|
|
2025
Q2 | $18.9K | Hold |
546
| – | – | ﹤0.01% | 1593 |
|
|
2025
Q1 | $19.6K | Sell |
546
-50
| -8% | -$1.77K | ﹤0.01% | 1558 |
|
|
2024
Q4 | $18.9K | Hold |
596
| – | – | ﹤0.01% | 1500 |
|
|
2024
Q3 | $18.8K | Buy |
596
+500
| +521% | +$15.6K | ﹤0.01% | 1494 |
|
|
2024
Q2 | $2.99K | Hold |
96
| – | – | ﹤0.01% | 2080 |
|
|
2024
Q1 | $3.06K | Hold |
96
| – | – | ﹤0.01% | 2042 |
|
|
2023
Q4 | $2.59K | Sell |
96
-39
| -29% | -$938 | ﹤0.01% | 2083 |
|
|
2023
Q3 | $3.33K | Sell |
135
-78
| -37% | -$2.04K | ﹤0.01% | 1999 |
|
|
2023
Q2 | $5.49K | Buy |
213
+68
| +47% | +$1.49K | ﹤0.01% | 1854 |
|
|
2023
Q1 | $3.26K | Sell |
145
-48
| -25% | -$1.43K | ﹤0.01% | 1975 |
|
|
2022
Q4 | $6K | Sell |
193
-38
| -16% | -$1.51K | ﹤0.01% | 1743 |
|
|
2022
Q3 | $10K | Hold |
231
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q2 | $11K | Buy |
+231
| New | +$13.2K | ﹤0.01% | 1458 |
|
|
2019
Q4 | – | Sell |
-3,485
| Closed | -$210K | – | 383 |
|
|
2019
Q3 | $210K | Sell |
3,485
-45
| -1% | -$2.69K | 0.04% | 348 |
|
|
2019
Q2 | $227K | Buy |
+3,530
| New | +$226K | 0.05% | 334 |
|
|
2018
Q4 | – | Sell |
-5,178
| Closed | -$350K | – | 364 |
|
|
2018
Q3 | $350K | Buy |
5,178
+10
| +0.2% | +$660 | 0.07% | 284 |
|
|
2018
Q2 | $321K | Buy |
5,168
+1
| +0% | +$68 | 0.07% | 285 |
|
|
2018
Q1 | $377K | Buy |
5,167
+34
| +0.7% | +$2.67K | 0.08% | 269 |
|
|
2017
Q4 | $394K | Hold |
5,133
| – | – | 0.08% | 266 |
|
|
2017
Q3 | $377K | Buy |
5,133
+1,091
| +27% | +$77K | 0.08% | 273 |
|
|
2017
Q2 | $273K | Hold |
4,042
| – | – | 0.06% | 308 |
|
|
2017
Q1 | $264K | Buy |
+4,042
| New | +$276K | 0.06% | 306 |
|
|
2014
Q4 | – | Sell |
-1,052
| Closed | -$56K | – | 784 |
|
|
2014
Q3 | $56K | Hold |
1,052
| – | – | 0.02% | 520 |
|
|
2014
Q2 | $54K | Buy |
1,052
+17
| +2% | +$840 | 0.02% | 538 |
|
|
2014
Q1 | $52K | Sell |
1,035
-19
| -2% | -$955 | 0.02% | 490 |
|
|
2013
Q4 | $54K | Sell |
1,054
-297
| -22% | -$14.2K | 0.02% | 438 |
|
|
2013
Q3 | $57K | Sell |
1,351
-83
| -6% | -$3.5K | 0.03% | 399 |
|
|
2013
Q2 | $52K | Buy |
+1,434
| New | +$48.9K | 0.02% | 399 |
|
Other funds holding LNC
BCP
Private Trust Company's LNC Position: Q2 2026 in Review
Private Trust Company held its Lincoln National (LNC) position steady in Q2 2026 at 3,857 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #961.
Private Trust Company first reported a position in LNC in Q2 2013 and has held it in 32 quarters since. The position peaked at $394K in Q4 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Private Trust Company held 3,857 shares of Lincoln National worth $136K as of Q2 2026.
- Private Trust Company left its Lincoln National share count unchanged in Q2 2026.
- Lincoln National made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #961 holding.
- Private Trust Company first reported a position in Lincoln National in Q2 2013 and has held it in 32 quarters since.
- Private Trust Company's Lincoln National position peaked at $394K in Q4 2017.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.