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TD Private Client Wealth’s Lincoln National LNC Stock Holding History

TD Private Client Wealth’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 		$3.43K Hold
97
– – ﹤0.01% 1271
2026
Q1 		$3.44K Hold
97
– – ﹤0.01% 1217
2025
Q4 		$4.32K Hold
97
– – ﹤0.01% 1174
2025
Q3 		$3.91K Hold
97
– – ﹤0.01% 1165
2025
Q2 		$3.36K Hold
97
– – ﹤0.01% 1161
2025
Q1 		$3.48K Sell
97
-16
-14% -$568 ﹤0.01% 1129
2024
Q4 		$3.58K Hold
113
– – ﹤0.01% 1126
2024
Q3 		$3.56K Hold
113
– – ﹤0.01% 1128
2024
Q2 		$3.51K Hold
113
– – ﹤0.01% 1108
2024
Q1 		$3.61K Hold
113
– – ﹤0.01% 1104
2023
Q4 		$3.05K Sell
113
-206
-65% -$4.95K ﹤0.01% 1138
2023
Q3 		$7.88K Sell
319
-237
-43% -$6.2K ﹤0.01% 1059
2023
Q2 		$14.3K Sell
556
-108
-16% -$2.37K ﹤0.01% 995
2023
Q1 		$14.9K Sell
664
-266
-29% -$7.91K ﹤0.01% 979
2022
Q4 		$28.6K Sell
930
-155
-14% -$6.15K ﹤0.01% 857
2022
Q3 		$47.6K Buy
1,085
+18
+2% +$867 ﹤0.01% 738
2022
Q2 		$49.9K Sell
1,067
-232
-18% -$13.2K ﹤0.01% 738
2022
Q1 		$84.9K Buy
1,299
+233
+22% +$15.9K ﹤0.01% 664
2021
Q4 		$72.8K Sell
1,066
-25
-2% -$1.76K ﹤0.01% 686
2021
Q3 		$75K Sell
1,091
-26
-2% -$1.7K ﹤0.01% 674
2021
Q2 		$70.2K Buy
1,117
+15
+1% +$990 ﹤0.01% 674
2021
Q1 		$68.6K Buy
1,102
+42
+4% +$2.32K ﹤0.01% 657
2020
Q4 		$53.3K Sell
1,060
-11
-1% -$468 ﹤0.01% 653
2020
Q3 		$33.6K Sell
1,071
-281
-21% -$10K ﹤0.01% 668
2020
Q2 		$49.7K Buy
1,352
+883
+188% +$31.1K ﹤0.01% 611
2020
Q1 		$12.3K Sell
469
-653
-58% -$31K ﹤0.01% 736
2019
Q4 		$66.2K Buy
+1,122
New +$66K ﹤0.01% 567

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

TD Private Client Wealth's LNC Position: Q2 2026 in Review

TD Private Client Wealth held its Lincoln National (LNC) position steady in Q2 2026 at 97 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

TD Private Client Wealth first reported a position in LNC in Q4 2019 and has held it in 27 quarters since. The position peaked at $84.9K in Q1 2022. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • TD Private Client Wealth held 97 shares of Lincoln National worth $3.43K as of Q2 2026.
  • TD Private Client Wealth left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1271 holding.
  • TD Private Client Wealth first reported a position in Lincoln National in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Lincoln National position peaked at $84.9K in Q1 2022.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.