Rockefeller Capital Management
LNC icon

Rockefeller Capital Management’s Lincoln National LNC Stock Holding History

Rockefeller Capital Management’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 		$414K Buy
11,703
+4,335
+59% +$156K ﹤0.01% 2185
2026
Q1 		$262K Buy
7,368
+1,187
+19% +$45.6K ﹤0.01% 2333
2025
Q4 		$275K Buy
6,181
+2,458
+66% +$102K ﹤0.01% 2199
2025
Q3 		$150K Buy
+3,723
New +$144K ﹤0.01% 2369
2023
Q3 		– Sell
-6,035
Closed -$155K – 1681
2023
Q2 		$155K Buy
+6,035
New +$132K ﹤0.01% 1705
2023
Q1 		– Sell
-5,432
Closed -$166K – 3065
2022
Q4 		$166K Buy
5,432
+1,450
+36% +$57.6K ﹤0.01% 1754
2022
Q3 		$173K Buy
3,982
+261
+7% +$12.6K ﹤0.01% 1713
2022
Q2 		$173K Buy
3,721
+296
+9% +$16.9K ﹤0.01% 1692
2022
Q1 		$223K Buy
3,425
+764
+29% +$52.2K ﹤0.01% 1638
2021
Q4 		$181K Sell
2,661
-224
-8% -$15.8K ﹤0.01% 1679
2021
Q3 		$197K Sell
2,885
-671
-19% -$43.8K ﹤0.01% 1587
2021
Q2 		$222K Buy
3,556
+1,411
+66% +$93.1K ﹤0.01% 1473
2021
Q1 		$132K Buy
2,145
+85
+4% +$4.7K ﹤0.01% 1492
2020
Q4 		$103K Buy
2,060
+165
+9% +$7.01K ﹤0.01% 1428
2020
Q3 		$59K Sell
1,895
-1,870
-50% -$66.7K ﹤0.01% 1454
2020
Q2 		$139K Buy
3,765
+1,975
+110% +$69.5K ﹤0.01% 1059
2020
Q1 		$47K Sell
1,790
-107
-6% -$5.08K ﹤0.01% 1255
2019
Q4 		$112K Sell
1,897
-12
-0.6% -$706 ﹤0.01% 926
2019
Q3 		$115K Buy
1,909
+1,254
+191% +$75K ﹤0.01% 759
2019
Q2 		$42K Sell
655
-744
-53% -$47.5K ﹤0.01% 848
2019
Q1 		$82K Buy
1,399
+1,176
+527% +$69.7K ﹤0.01% 803
2018
Q4 		$11K Sell
223
-600
-73% -$36.5K ﹤0.01% 686
2018
Q3 		$56K Hold
823
– – ﹤0.01% 429
2018
Q2 		$51K Buy
823
+223
+37% +$15.3K ﹤0.01% 445
2018
Q1 		$44K Buy
+600
New +$47.1K ﹤0.01% 417

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

Rockefeller Capital Management's LNC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Lincoln National (LNC) stake by 59% in Q2 2026, buying an estimated $156K and bringing the position to 11,703 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Rockefeller Capital Management first reported a position in LNC in Q1 2018 and has held it in 25 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Rockefeller Capital Management held 11,703 shares of Lincoln National worth $414K as of Q2 2026.
  • Rockefeller Capital Management bought 4,335 Lincoln National shares in Q2 2026, an estimated $156K.
  • Lincoln National made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2185 holding.
  • Rockefeller Capital Management first reported a position in Lincoln National in Q1 2018 and has held it in 25 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.