Vest Financial’s Lincoln National LNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.44M Sell
40,794
-47,157
-54% -$1.7M 0.02% 364
2026
Q1
$3.12M Sell
87,951
-325,477
-79% -$12.5M 0.04% 296
2025
Q4
$18.4M Buy
413,428
+28,625
+7% +$1.19M 0.23% 131
2025
Q3
$15.5M Buy
384,803
+31,441
+9% +$1.22M 0.2% 131
2025
Q2
$12.2M Buy
353,362
+36,492
+12% +$1.19M 0.17% 131
2025
Q1
$11.4M Buy
+316,870
New +$11.2M 0.18% 127

Other funds holding LNC

Vest Financial's LNC Position: Q2 2026 in Review

Vest Financial reduced its Lincoln National (LNC) stake by 54% in Q2 2026, selling an estimated $1.7M and leaving 40,794 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #364.

Vest Financial first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.4M in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Vest Financial held 40,794 shares of Lincoln National worth $1.44M as of Q2 2026.
  • Vest Financial sold 47,157 Lincoln National shares in Q2 2026, an estimated $1.7M.
  • Lincoln National made up 0.02% of Vest Financial's portfolio in Q2 2026, its #364 holding.
  • Vest Financial first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's Lincoln National position peaked at $18.4M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.