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LNC icon

AlphaQuest’s Lincoln National LNC Stock Holding History

AlphaQuest’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
Q1 		– Sell
-4,415
Closed -$197K – 1138
2025
Q4 		$197K Buy
4,415
+709
+19% +$29.5K 0.01% 1454
2025
Q3 		$149K Sell
3,706
-21,781
-85% -$842K 0.01% 1549
2025
Q2 		$882K Sell
25,487
-16,566
-39% -$542K 0.09% 343
2025
Q1 		$1.51M Buy
42,053
+20,224
+93% +$717K 0.16% 171
2024
Q4 		$692K Buy
21,829
+14,256
+188% +$475K 0.09% 352
2024
Q3 		$239K Buy
7,573
+2,282
+43% +$71.1K 0.02% 993
2024
Q2 		$165K Sell
5,291
-27
-0.5% -$817 0.02% 807
2024
Q1 		$170K Sell
5,318
-12,281
-70% -$339K 0.03% 689
2023
Q4 		$475K Buy
+17,599
New +$423K 0.1% 365

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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

AlphaQuest's LNC Position: Q1 2026 in Review

AlphaQuest sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 4,415 shares — an estimated $197K sold.

AlphaQuest first reported a position in LNC in Q4 2023 and held it in 9 quarters. The position peaked at $1.51M in Q1 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • AlphaQuest reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 4,415 Lincoln National shares in Q1 2026, an estimated $197K.
  • AlphaQuest first reported a position in Lincoln National in Q4 2023 and held it in 9 quarters.
  • AlphaQuest's Lincoln National position peaked at $1.51M in Q1 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.