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Tidemark’s Lincoln National LNC Stock Holding History

Tidemark’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 		$11.8K Hold
335
– – ﹤0.01% 487
2026
Q1 		$11.9K Buy
+335
New +$12.9K ﹤0.01% 446
2025
Q4 		– Sell
-335
Closed -$13.5K – 695
2025
Q3 		$13.5K Hold
335
– – ﹤0.01% 420
2025
Q2 		$11.6K Hold
335
– – ﹤0.01% 434
2025
Q1 		$12K Hold
335
– – ﹤0.01% 414
2024
Q4 		$10.6K Hold
335
– – ﹤0.01% 433
2024
Q3 		$10.6K Hold
335
– – ﹤0.01% 426
2024
Q2 		$10.4K Hold
335
– – ﹤0.01% 408
2024
Q1 		$10.7K Hold
335
– – 0.01% 432
2023
Q4 		$9.04K Buy
+335
New +$8.05K 0.01% 440

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

Tidemark's LNC Position: Q2 2026 in Review

Tidemark held its Lincoln National (LNC) position steady in Q2 2026 at 335 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Tidemark first reported a position in LNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.5K in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Tidemark held 335 shares of Lincoln National worth $11.8K as of Q2 2026.
  • Tidemark left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #487 holding.
  • Tidemark first reported a position in Lincoln National in Q4 2023 and has held it in 10 quarters since.
  • Tidemark's Lincoln National position peaked at $13.5K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.