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Vista Investment Partners’s Lincoln National LNC Stock Holding History

Vista Investment Partners’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 		$323K Sell
9,146
-1
-0% -$36 0.08% 141
2026
Q1 		$325K Hold
9,147
– – 0.09% 136
2025
Q4 		$407K Buy
+9,147
New +$381K 0.11% 125

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Dimensional Fund Advisors
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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
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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

Vista Investment Partners's LNC Position: Q2 2026 in Review

Vista Investment Partners reduced its Lincoln National (LNC) stake by 0.01% in Q2 2026, selling an estimated $36 and leaving 9,146 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #141.

Vista Investment Partners first reported a position in LNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Vista Investment Partners held 9,146 shares of Lincoln National worth $323K as of Q2 2026.
  • Vista Investment Partners sold 1 Lincoln National share in Q2 2026, an estimated $36.
  • Lincoln National made up 0.08% of Vista Investment Partners's portfolio in Q2 2026, its #141 holding.
  • Vista Investment Partners first reported a position in Lincoln National in Q4 2025 and has held it in 3 quarters since.
  • Vista Investment Partners's Lincoln National position peaked at $407K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.