Trust Investment Advisors’s Lincoln National LNC Stock Holding History

Trust Investment 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	$1.26M	Sell	35,626 -128	-0.4%	-$4.6K	0.6%	48
2026 Q1	$1.27M	Sell	35,754 -4,951	-12%	-$190K	0.74%	46
2025 Q4	$1.81M	Buy	40,705 +1,173	+3%	+$48.9K	0.96%	27
2025 Q3	$1.59M	Buy	39,532 +1,683	+4%	+$65.1K	0.9%	35
2025 Q2	$1.31M	Sell	37,849 -1,677	-4%	-$54.9K	0.8%	42
2025 Q1	$1.42M	Sell	39,526 -181	-0.5%	-$6.42K	0.91%	39
2024 Q4	$1.26M	Buy	39,707 +2,991	+8%	+$99.7K	0.8%	40
2024 Q3	$1.16M	Sell	36,716 -2,493	-6%	-$77.7K	0.74%	46
2024 Q2	$1.22M	Buy	39,209 +296	+0.8%	+$8.95K	0.78%	47
2024 Q1	$1.24M	Buy	38,913 +10,453	+37%	+$289K	0.9%	43
2023 Q4	$768K	Sell	28,460 -10,786	-27%	-$259K	0.6%	63
2023 Q3	$969K	Sell	39,246 -1,806	-4%	-$47.2K	0.83%	48
2023 Q2	$1.06M	Buy	41,052 +3,646	+10%	+$80K	0.85%	48
2023 Q1	$841K	Buy	+37,406	New	+$1.11M	0.75%	54

Other funds holding LNC

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Trust Investment Advisors's LNC Position: Q2 2026 in Review

Trust Investment Advisors reduced its Lincoln National (LNC) stake by 0.36% in Q2 2026, selling an estimated $4.6K and leaving 35,626 shares worth $1.26M. The position accounts for 0.6% of the portfolio, ranked #48.

Trust Investment Advisors first reported a position in LNC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.81M in Q4 2025. 139 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Trust Investment Advisors held 35,626 shares of Lincoln National worth $1.26M as of Q2 2026.
Trust Investment Advisors sold 128 Lincoln National shares in Q2 2026, an estimated $4.6K.
Lincoln National made up 0.6% of Trust Investment Advisors's portfolio in Q2 2026, its #48 holding.
Trust Investment Advisors first reported a position in Lincoln National in Q1 2023 and has held it in 14 quarters since.
Trust Investment Advisors's Lincoln National position peaked at $1.81M in Q4 2025.
139 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.