Rothschild Investment LLC’s Lincoln National LNC Stock Holding History

Rothschild Investment LLC’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	$560K	Buy	15,830 +9,313	+143%	+$335K	0.02%	569
2026 Q1	$231K	Sell	6,517 -91	-1%	-$3.5K	0.01%	621
2025 Q4	$294K	Buy	6,608 +73	+1%	+$3.04K	0.02%	500
2025 Q3	$264K	Buy	6,535 +20	+0.3%	+$773	0.01%	519
2025 Q2	$225K	Buy	6,515 +14	+0.2%	+$458	0.01%	482
2025 Q1	$233K	Buy	6,501 +15	+0.2%	+$532	0.02%	475
2024 Q4	$206K	Hold	6,486	–	–	0.01%	500
2024 Q3	$204K	Sell	6,486 -4	-0.1%	-$125	0.01%	508
2024 Q2	$202K	Buy	6,490 +79	+1%	+$2.39K	0.01%	499
2024 Q1	$205K	Hold	6,411	–	–	0.01%	463
2023 Q4	$173K	Buy	+6,411	New	+$154K	0.01%	440
2023 Q1	–	Sell	-6,860	Closed	-$211K	–	492
2022 Q4	$211K	Hold	6,860	–	–	0.02%	431
2022 Q3	$301K	Hold	6,860	–	–	0.03%	360
2022 Q2	$321K	Hold	6,860	–	–	0.03%	359
2022 Q1	$448K	Hold	6,860	–	–	0.04%	343
2021 Q4	$468K	Hold	6,860	–	–	0.04%	341
2021 Q3	$472K	Sell	6,860 -200	-3%	-$13.1K	0.04%	321
2021 Q2	$444K	Hold	7,060	–	–	0.04%	339
2021 Q1	$440K	Hold	7,060	–	–	0.04%	336
2020 Q4	$355K	Hold	7,060	–	–	0.03%	336
2020 Q3	$221K	Sell	7,060 -1,000	-12%	-$35.7K	0.02%	382
2020 Q2	$297K	Hold	8,060	–	–	0.04%	316
2020 Q1	$212K	Hold	8,060	–	–	0.03%	360
2019 Q4	$476K	Hold	8,060	–	–	0.05%	296
2019 Q3	$486K	Hold	8,060	–	–	0.06%	254
2019 Q2	$519K	Hold	8,060	–	–	0.06%	250
2019 Q1	$473K	Sell	8,060 -100	-1%	-$5.92K	0.06%	260
2018 Q4	$419K	Hold	8,160	–	–	0.06%	252
2018 Q3	$552K	Hold	8,160	–	–	0.07%	228
2018 Q2	$508K	Sell	8,160 -400	-5%	-$27.4K	0.06%	236
2018 Q1	$625K	Hold	8,560	–	–	0.08%	220
2017 Q4	$658K	Hold	8,560	–	–	0.07%	241
2017 Q3	$629K	Hold	8,560	–	–	0.07%	246
2017 Q2	$578K	Buy	8,560 +100	+1%	+$6.61K	0.07%	264
2017 Q1	$554K	Hold	8,460	–	–	0.06%	264
2016 Q4	$561K	Sell	8,460 -3,250	-28%	-$189K	0.07%	247
2016 Q3	$550K	Buy	11,710 +2,500	+27%	+$112K	0.07%	252
2016 Q2	$357K	Hold	9,210	–	–	0.05%	318
2016 Q1	$361K	Sell	9,210 -1,750	-16%	-$68.3K	0.05%	315
2015 Q4	$551K	Hold	10,960	–	–	0.07%	257
2015 Q3	$520K	Hold	10,960	–	–	0.07%	277
2015 Q2	$649K	Sell	10,960 -900	-8%	-$52.7K	0.08%	267
2015 Q1	$681K	Sell	11,860 -1,400	-11%	-$78.2K	0.08%	245
2014 Q4	$765K	Buy	13,260 +1,900	+17%	+$103K	0.09%	221
2014 Q3	$609K	Sell	11,360 -500	-4%	-$26.6K	0.07%	263
2014 Q2	$610K	Hold	11,860	–	–	0.08%	234
2014 Q1	$601K	Sell	11,860 -1,000	-8%	-$50.3K	0.08%	236
2013 Q4	$664K	Hold	12,860	–	–	0.09%	224
2013 Q3	$540K	Sell	12,860 -1,100	-8%	-$46.4K	0.08%	240
2013 Q2	$509K	Buy	+13,960	New	+$476K	0.08%	227

Other funds holding LNC

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

OHWP

Oak Harbor Wealth Partners Raleigh, North Carolina $268M AUM 25.76% 1-Year Est. Return

AIM

Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rothschild Investment LLC's LNC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lincoln National (LNC) stake by 143% in Q2 2026, buying an estimated $335K and bringing the position to 15,830 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #569.

Rothschild Investment LLC first reported a position in LNC in Q2 2013 and has held it in 50 quarters since. The position peaked at $765K in Q4 2014. 291 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Rothschild Investment LLC held 15,830 shares of Lincoln National worth $560K as of Q2 2026.
Rothschild Investment LLC bought 9,313 Lincoln National shares in Q2 2026, an estimated $335K.
Lincoln National made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #569 holding.
Rothschild Investment LLC first reported a position in Lincoln National in Q2 2013 and has held it in 50 quarters since.
Rothschild Investment LLC's Lincoln National position peaked at $765K in Q4 2014.
291 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.