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Summit Securities Group’s Lincoln National LNC Stock Holding History

Summit Securities Group’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 		$117K Hold
3,300
– – 0.01% 358
2026
Q1 		$117K Hold
3,300
– – 0.01% 274
2025
Q4 		$147K Buy
3,300
+2,200
+200% +$91.6K 0.02% 388
2025
Q3 		$44.4K Sell
1,100
-2,823
-72% -$109K 0.01% 592
2025
Q2 		$136K Buy
+3,923
New +$128K 0.03% 317
2025
Q1 		– Sell
-18,000
Closed -$571K – 974
2024
Q4 		$571K Buy
+18,000
New +$600K 0.12% 124
2024
Q3 		– Sell
-1,712
Closed -$53K – 733
2024
Q2 		$53K Sell
1,712
-288
-14% -$8.71K 0.01% 295
2024
Q1 		$64K Buy
+2,000
New +$55.2K 0.01% 238
2023
Q3 		– Sell
-202
Closed -$5K – 825
2023
Q2 		$5K Sell
202
-101
-33% -$2.22K ﹤0.01% 815
2023
Q1 		$7K Sell
303
-9,669
-97% -$287K ﹤0.01% 701
2022
Q4 		$306K Buy
9,972
+9,872
+9,872% +$392K 0.01% 370
2022
Q3 		$4K Sell
100
-339
-77% -$16.3K ﹤0.01% 838
2022
Q2 		$21K Buy
439
+271
+161% +$15.5K ﹤0.01% 757
2022
Q1 		$11K Buy
+168
New +$11.5K ﹤0.01% 820

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

Summit Securities Group's LNC Position: Q2 2026 in Review

Summit Securities Group held its Lincoln National (LNC) position steady in Q2 2026 at 3,300 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #358.

Summit Securities Group first reported a position in LNC in Q1 2022 and has held it in 14 quarters since. The position peaked at $571K in Q4 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Summit Securities Group held 3,300 shares of Lincoln National worth $117K as of Q2 2026.
  • Summit Securities Group left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #358 holding.
  • Summit Securities Group first reported a position in Lincoln National in Q1 2022 and has held it in 14 quarters since.
  • Summit Securities Group's Lincoln National position peaked at $571K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.