TCV Trust & Wealth Management’s Lincoln National LNC Stock Holding History

TCV Trust & Wealth Management’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 Q1	–	Sell	-6,890	Closed	-$307K	–	222
2025 Q4	$307K	Hold	6,890	–	–	0.02%	183
2025 Q3	$278K	Hold	6,890	–	–	0.02%	193
2025 Q2	$238K	Hold	6,890	–	–	0.02%	194
2025 Q1	$247K	Buy	+6,890	New	+$244K	0.02%	185
2019 Q2	–	Sell	-6,950	Closed	-$407K	–	202
2019 Q1	$407K	Sell	6,950 -419	-6%	-$24.8K	0.05%	149
2018 Q4	$378K	Sell	7,369 -250	-3%	-$15.2K	0.06%	154
2018 Q3	$515K	Hold	7,619	–	–	0.07%	139
2018 Q2	$474K	Sell	7,619 -3,425	-31%	-$234K	0.07%	141
2018 Q1	$807K	Hold	11,044	–	–	0.12%	108
2017 Q4	$849K	Hold	11,044	–	–	0.12%	109
2017 Q3	$812K	Buy	11,044 +419	+4%	+$29.6K	0.12%	105
2017 Q2	$718K	Sell	10,625 -1,100	-9%	-$72.7K	0.11%	112
2017 Q1	$767K	Buy	+11,725	New	+$802K	0.12%	110

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCV Trust & Wealth Management's LNC Position: Q1 2026 in Review

TCV Trust & Wealth Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 6,890 shares — an estimated $307K sold.

TCV Trust & Wealth Management first reported a position in LNC in Q1 2017 and held it in 13 quarters. The position peaked at $849K in Q4 2017. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

TCV Trust & Wealth Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
TCV Trust & Wealth Management sold 6,890 Lincoln National shares in Q1 2026, an estimated $307K.
TCV Trust & Wealth Management first reported a position in Lincoln National in Q1 2017 and held it in 13 quarters.
TCV Trust & Wealth Management's Lincoln National position peaked at $849K in Q4 2017.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.