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WPG Advisers’s Lincoln National LNC Stock Holding History

WPG Advisers’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 		$11.3K Buy
320
+100
+45% +$3.6K 0.01% 732
2026
Q1 		$7.81K Sell
220
-38
-15% -$1.46K 0.01% 756
2025
Q4 		$11.5K Buy
258
+50
+24% +$2.08K 0.01% 665
2025
Q3 		$8.39K Buy
208
+78
+60% +$3.02K 0.01% 751
2025
Q2 		$4.5K Buy
130
+63
+94% +$2.06K ﹤0.01% 915
2025
Q1 		$2.41K Buy
+67
New +$2.38K ﹤0.01% 1077

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

WPG Advisers's LNC Position: Q2 2026 in Review

WPG Advisers increased its Lincoln National (LNC) stake by 45% in Q2 2026, buying an estimated $3.6K and bringing the position to 320 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #732.

WPG Advisers first reported a position in LNC in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.5K in Q4 2025. 320 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • WPG Advisers held 320 shares of Lincoln National worth $11.3K as of Q2 2026.
  • WPG Advisers bought 100 Lincoln National shares in Q2 2026, an estimated $3.6K.
  • Lincoln National made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #732 holding.
  • WPG Advisers first reported a position in Lincoln National in Q1 2025 and has held it in 6 quarters since.
  • WPG Advisers's Lincoln National position peaked at $11.5K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.