Susquehanna Fundamental Investments’s Lincoln National LNC Stock Holding History

Susquehanna Fundamental Investments’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	$5.59M	Buy	158,004 +133,973	+558%	+$4.82M	0.11%	209
2026 Q1	$853K	Sell	24,031 -136,080	-85%	-$5.23M	0.03%	308
2025 Q4	$7.13M	Hold	160,111	–	–	0.24%	110
2025 Q3	$6.46M	Sell	160,111 -11,876	-7%	-$459K	0.25%	99
2025 Q2	$5.95M	Sell	171,987 -63,619	-27%	-$2.08M	0.16%	176
2025 Q1	$8.46M	Sell	235,606 -52,393	-18%	-$1.86M	0.12%	217
2024 Q4	$9.13M	Buy	+287,999	New	+$9.6M	0.13%	207
2024 Q2	$9.08M	Buy	292,043 +82,943	+40%	+$2.51M	0.21%	140
2024 Q1	$6.68M	Buy	+209,100	New	+$5.78M	0.31%	82
2023 Q4	–	Sell	-226,426	Closed	-$5.59M	–	213
2023 Q3	$5.59M	Sell	226,426 -58,035	-20%	-$1.52M	0.36%	78
2023 Q2	$7.33M	Hold	284,461	–	–	0.27%	111
2023 Q1	$6.39M	Hold	284,461	–	–	0.15%	176
2022 Q4	$8.74M	Buy	284,461 +256,996	+936%	+$10.2M	0.15%	198
2022 Q3	$1.21M	Buy	+27,465	New	+$1.32M	0.02%	743
2022 Q1	$4.17M	Sell	63,860 -5,087	-7%	-$348K	0.08%	342
2021 Q4	$4.71M	Sell	68,947 -59,165	-46%	-$4.17M	0.12%	211
2021 Q3	$8.81M	Sell	128,112 -12,719	-9%	-$831K	0.16%	158
2021 Q2	$8.85M	Sell	140,831 -480	-0.3%	-$31.7K	0.16%	165
2021 Q1	$8.8M	Buy	141,311 +41,637	+42%	+$2.3M	0.15%	181
2020 Q4	$5.01M	Buy	99,674 +18,525	+23%	+$788K	0.09%	312
2020 Q3	$2.54M	Buy	+81,149	New	+$2.9M	0.08%	358
2020 Q2	–	Sell	-52,700	Closed	-$1.39M	–	985
2020 Q1	$1.39M	Buy	52,700 +7,000	+15%	+$332K	0.28%	104
2019 Q4	$2.7M	Buy	45,700 +3,600	+9%	+$212K	0.35%	89
2019 Q3	$2.54M	Sell	42,100 -13,900	-25%	-$831K	0.31%	103
2019 Q2	$3.61M	Buy	56,000 +42,100	+303%	+$2.69M	0.42%	78
2019 Q1	$816K	Sell	13,900 -64,014	-82%	-$3.79M	0.09%	236
2018 Q4	$4M	Buy	77,914 +39,200	+101%	+$2.38M	0.7%	39
2018 Q3	$2.62M	Buy	+38,714	New	+$2.56M	0.44%	77

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna Fundamental Investments's LNC Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Lincoln National (LNC) stake by 558% in Q2 2026, buying an estimated $4.82M and bringing the position to 158,004 shares worth $5.59M. The position accounts for 0.11% of the portfolio, ranked #209.

Susquehanna Fundamental Investments first reported a position in LNC in Q3 2018 and has held it in 28 quarters since. The position peaked at $9.13M in Q4 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Susquehanna Fundamental Investments held 158,004 shares of Lincoln National worth $5.59M as of Q2 2026.
Susquehanna Fundamental Investments bought 133,973 Lincoln National shares in Q2 2026, an estimated $4.82M.
Lincoln National made up 0.11% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #209 holding.
Susquehanna Fundamental Investments first reported a position in Lincoln National in Q3 2018 and has held it in 28 quarters since.
Susquehanna Fundamental Investments's Lincoln National position peaked at $9.13M in Q4 2024.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.