Universal-Beteiligungs- und Servicegesellschaft’s Lincoln National LNC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$5.58M	Sell	157,934 -9,648	-6%	-$347K	0.01%	897
2026 Q1	$5.95M	Sell	167,582 -19,018	-10%	-$731K	0.01%	806
2025 Q4	$8.31M	Buy	186,600 +37,159	+25%	+$1.55M	0.01%	678
2025 Q3	$6.03M	Sell	149,441 -42,492	-22%	-$1.64M	0.01%	793
2025 Q2	$6.64M	Buy	191,933 +93,815	+96%	+$3.07M	0.01%	707
2025 Q1	$3.52M	Buy	98,118 +2,118	+2%	+$75.1K	0.01%	935
2024 Q4	$3.04M	Buy	+96,000	New	+$3.2M	0.01%	829

Other funds holding LNC

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's LNC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Lincoln National (LNC) stake by 5.8% in Q2 2026, selling an estimated $347K and leaving 157,934 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #897.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.31M in Q4 2025. 421 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 157,934 shares of Lincoln National worth $5.58M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 9,648 Lincoln National shares in Q2 2026, an estimated $347K.
Lincoln National made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #897 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Lincoln National position peaked at $8.31M in Q4 2025.
421 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.