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Summit Trail Advisors’s Lincoln National LNC Stock Holding History

Summit Trail Advisors’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 		$1.44M Buy
40,673
+6,113
+18% +$220K 0.02% 815
2026
Q1 		$1.23M Buy
34,560
+18,034
+109% +$693K 0.02% 840
2025
Q4 		$736K Buy
16,526
+2,367
+17% +$98.6K 0.01% 962
2025
Q3 		$571K Buy
14,159
+3,967
+39% +$153K 0.01% 1039
2025
Q2 		$353K Buy
+10,192
New +$333K 0.01% 861
2018
Q2 		– Sell
-23,129
Closed -$32K – 576
2018
Q1 		$32K Buy
23,129
+22,602
+4,289% +$1.77M 0.01% 409
2017
Q4 		$44K Buy
+527
New +$39.9K 0.01% 849

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 Trail Advisors's LNC Position: Q2 2026 in Review

Summit Trail Advisors increased its Lincoln National (LNC) stake by 18% in Q2 2026, buying an estimated $220K and bringing the position to 40,673 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #815.

Summit Trail Advisors first reported a position in LNC in Q4 2017 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Summit Trail Advisors held 40,673 shares of Lincoln National worth $1.44M as of Q2 2026.
  • Summit Trail Advisors bought 6,113 Lincoln National shares in Q2 2026, an estimated $220K.
  • Lincoln National made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #815 holding.
  • Summit Trail Advisors first reported a position in Lincoln National in Q4 2017 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.