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Royce & Associates’s Lincoln National LNC Stock Holding History

Royce & Associates’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 		$3.97M Buy
112,377
+65,807
+141% +$2.37M 0.03% 532
2026
Q1 		$1.65M Buy
46,570
+7,125
+18% +$274K 0.02% 606
2025
Q4 		$1.76M Sell
39,445
-8,854
-18% -$369K 0.02% 604
2025
Q3 		$1.95M Buy
48,299
+7,932
+20% +$307K 0.02% 596
2025
Q2 		$1.4M Buy
40,367
+80
+0.2% +$2.62K 0.01% 644
2025
Q1 		$1.45M Hold
40,287
– – 0.02% 637
2024
Q4 		$1.28M Buy
40,287
+2,991
+8% +$99.7K 0.01% 690
2024
Q3 		$1.18M Buy
+37,296
New +$1.16M 0.01% 709
2014
Q2 		– Sell
-4,000
Closed -$203K – 1441
2014
Q1 		$203K Buy
+4,000
New +$201K ﹤0.01% 1302
2013
Q4 		– Sell
-2,000
Closed -$84K – 1459
2013
Q3 		$84K Sell
2,000
-2,300
-53% -$97.1K ﹤0.01% 1369
2013
Q2 		$157K Buy
+4,300
New +$147K ﹤0.01% 1310

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

Royce & Associates's LNC Position: Q2 2026 in Review

Royce & Associates increased its Lincoln National (LNC) stake by 141% in Q2 2026, buying an estimated $2.37M and bringing the position to 112,377 shares worth $3.97M. The position accounts for 0.03% of the portfolio, ranked #532.

Royce & Associates first reported a position in LNC in Q2 2013 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Royce & Associates held 112,377 shares of Lincoln National worth $3.97M as of Q2 2026.
  • Royce & Associates bought 65,807 Lincoln National shares in Q2 2026, an estimated $2.37M.
  • Lincoln National made up 0.03% of Royce & Associates's portfolio in Q2 2026, its #532 holding.
  • Royce & Associates first reported a position in Lincoln National in Q2 2013 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.