WhitTier Trust Company’s Lincoln National LNC Stock Holding History

WhitTier Trust Company’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	$31.7K	Sell	808 -800	-50%	-$28.8K	﹤0.01%	826
2026 Q1	$56.7K	Hold	1,608	–	–	﹤0.01%	696
2025 Q4	$74.7K	Hold	1,608	–	–	﹤0.01%	638
2025 Q3	$66.1K	Sell	1,608 -110	-6%	-$4.25K	﹤0.01%	633
2025 Q2	$59.4K	Hold	1,718	–	–	﹤0.01%	737
2025 Q1	$61.7K	Hold	1,718	–	–	﹤0.01%	725
2024 Q4	$54.5K	Hold	1,718	–	–	﹤0.01%	736
2024 Q3	$54.1K	Hold	1,718	–	–	﹤0.01%	733
2024 Q2	$53.4K	Buy	1,718 +101	+6%	+$3.06K	﹤0.01%	687
2024 Q1	$51.6K	Buy	1,617 +101	+7%	+$2.79K	﹤0.01%	676
2023 Q4	$40.9K	Sell	1,516 -60	-4%	-$1.44K	﹤0.01%	710
2023 Q3	$38.9K	Sell	1,576 -303	-16%	-$7.92K	﹤0.01%	693
2023 Q2	$48.4K	Buy	1,879 +255	+16%	+$5.6K	﹤0.01%	680
2023 Q1	$36.5K	Buy	1,624 +8	+0.5%	+$238	﹤0.01%	725
2022 Q4	$49.6K	Sell	1,616 -8	-0.5%	-$318	﹤0.01%	672
2022 Q3	$71K	Hold	1,624	–	–	﹤0.01%	616
2022 Q2	$76K	Buy	1,624 +8	+0.5%	+$456	﹤0.01%	601
2022 Q1	$106K	Sell	1,616 -31	-2%	-$2.12K	﹤0.01%	559
2021 Q4	$112K	Hold	1,647	–	–	﹤0.01%	551
2021 Q3	$113K	Hold	1,647	–	–	﹤0.01%	535
2021 Q2	$103K	Hold	1,647	–	–	﹤0.01%	541
2021 Q1	$103K	Hold	1,647	–	–	﹤0.01%	521
2020 Q4	$83K	Hold	1,647	–	–	﹤0.01%	536
2020 Q3	$52K	Hold	1,647	–	–	﹤0.01%	597
2020 Q2	$61K	Hold	1,647	–	–	﹤0.01%	550
2020 Q1	$43K	Hold	1,647	–	–	﹤0.01%	577
2019 Q4	$97K	Hold	1,647	–	–	0.01%	496
2019 Q3	$99K	Hold	1,647	–	–	0.01%	490
2019 Q2	$106K	Hold	1,647	–	–	0.01%	473
2019 Q1	$97K	Hold	1,647	–	–	0.01%	484
2018 Q4	$85K	Hold	1,647	–	–	0.01%	490
2018 Q3	$111K	Hold	1,647	–	–	0.01%	473
2018 Q2	$103K	Hold	1,647	–	–	0.01%	482
2018 Q1	$120K	Sell	1,647 -156	-9%	-$12.2K	0.01%	450
2017 Q4	$139K	Hold	1,803	–	–	0.01%	403
2017 Q3	$132K	Buy	1,803 +31	+2%	+$2.19K	0.01%	389
2017 Q2	$120K	Hold	1,772	–	–	0.01%	398
2017 Q1	$116K	Hold	1,772	–	–	0.01%	404
2016 Q4	$117K	Sell	1,772 -104	-6%	-$6.05K	0.01%	402
2016 Q3	$88K	Hold	1,876	–	–	0.01%	444
2016 Q2	$73K	Hold	1,876	–	–	0.01%	463
2016 Q1	$74K	Hold	1,876	–	–	0.01%	464
2015 Q4	$94K	Buy	1,876 +816	+77%	+$42.7K	0.01%	435
2015 Q3	$50K	Hold	1,060	–	–	0.01%	513
2015 Q2	$63K	Hold	1,060	–	–	0.01%	504
2015 Q1	$61K	Hold	1,060	–	–	0.01%	506
2014 Q4	$61K	Hold	1,060	–	–	0.01%	501
2014 Q3	$57K	Hold	1,060	–	–	0.01%	514
2014 Q2	$55K	Hold	1,060	–	–	0.01%	532
2014 Q1	$54K	Hold	1,060	–	–	0.01%	543
2013 Q4	$55K	Hold	1,060	–	–	0.01%	523
2013 Q3	$44K	Hold	1,060	–	–	0.01%	528
2013 Q2	$39K	Buy	+1,060	New	+$36.1K	0.01%	537

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

WhitTier Trust Company's LNC Position: Q2 2026 in Review

WhitTier Trust Company reduced its Lincoln National (LNC) stake by 50% in Q2 2026, selling an estimated $28.8K and leaving 808 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

WhitTier Trust Company first reported a position in LNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $139K in Q4 2017. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

WhitTier Trust Company held 808 shares of Lincoln National worth $31.7K as of Q2 2026.
WhitTier Trust Company sold 800 Lincoln National shares in Q2 2026, an estimated $28.8K.
Lincoln National made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #826 holding.
WhitTier Trust Company first reported a position in Lincoln National in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Lincoln National position peaked at $139K in Q4 2017.
216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.