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SJS Investment Consulting’s Lincoln National LNC Stock Holding History

SJS Investment Consulting’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 		$32.2K Sell
912
-553
-38% -$19.9K ﹤0.01% 623
2026
Q1 		$52K Buy
1,465
+1,442
+6,270% +$55.4K 0.01% 375
2025
Q4 		$1.02K Hold
23
– – ﹤0.01% 1290
2025
Q3 		$928 Hold
23
– – ﹤0.01% 1041
2025
Q2 		$796 Sell
23
-9
-28% -$294 ﹤0.01% 943
2025
Q1 		$1.15K Buy
32
+3
+10% +$106 ﹤0.01% 954
2024
Q4 		$920 Sell
29
-1
-3% -$33 ﹤0.01% 1028
2024
Q3 		$946 Hold
30
– – ﹤0.01% 1087
2024
Q2 		$933 Hold
30
– – ﹤0.01% 1047
2024
Q1 		$958 Sell
30
-6
-17% -$166 ﹤0.01% 1053
2023
Q4 		$971 Buy
36
+6
+20% +$144 ﹤0.01% 971
2023
Q3 		$741 Buy
30
+8
+36% +$209 ﹤0.01% 1055
2023
Q2 		$567 Sell
22
-48
-69% -$1.05K ﹤0.01% 1118
2023
Q1 		$1.57K Buy
70
+8
+13% +$238 ﹤0.01% 680
2022
Q4 		$1.9K Buy
62
+4
+7% +$159 ﹤0.01% 654
2022
Q3 		$3K Buy
+58
New +$2.79K ﹤0.01% 394
2022
Q1 		$0 Buy
+5
New +$342 ﹤0.01% 1074

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SJS Investment Consulting's LNC Position: Q2 2026 in Review

SJS Investment Consulting reduced its Lincoln National (LNC) stake by 38% in Q2 2026, selling an estimated $19.9K and leaving 912 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

SJS Investment Consulting first reported a position in LNC in Q1 2022 and has held it in 17 quarters since. The position peaked at $52K in Q1 2026. 348 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • SJS Investment Consulting held 912 shares of Lincoln National worth $32.2K as of Q2 2026.
  • SJS Investment Consulting sold 553 Lincoln National shares in Q2 2026, an estimated $19.9K.
  • Lincoln National made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #623 holding.
  • SJS Investment Consulting first reported a position in Lincoln National in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Lincoln National position peaked at $52K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.