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Southern Michigan Bank & Trust’s Lincoln National LNC Stock Holding History

Southern Michigan Bank & Trust’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 		$55.3K Sell
1,565
-160
-9% -$5.75K 0.02% 199
2026
Q1 		$61.2K Buy
+1,725
New +$66.3K 0.02% 177

Other funds holding LNC

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Southern Michigan Bank & Trust's LNC Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Lincoln National (LNC) stake by 9.3% in Q2 2026, selling an estimated $5.75K and leaving 1,565 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #199.

Southern Michigan Bank & Trust first reported a position in LNC in Q1 2026 and has held it in 2 quarters since. The position peaked at $61.2K in Q1 2026. 583 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,565 shares of Lincoln National worth $55.3K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 160 Lincoln National shares in Q2 2026, an estimated $5.75K.
  • Lincoln National made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #199 holding.
  • Southern Michigan Bank & Trust first reported a position in Lincoln National in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Lincoln National position peaked at $61.2K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.