Bearing Point Capital’s Lincoln National LNC Stock Holding History

Bearing Point Capital’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	$944K	Hold	26,600	–	–	0.15%	94
2025 Q4	$1.18M	Hold	26,600	–	–	0.19%	94
2025 Q3	$1.07M	Hold	26,600	–	–	0.18%	90
2025 Q2	$920K	Buy	26,600 +700	+3%	+$22.9K	0.17%	91
2025 Q1	$930K	Buy	25,900 +1,550	+6%	+$55K	0.2%	92
2024 Q4	$772K	Buy	+24,350	New	+$812K	0.16%	99

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bearing Point Capital's LNC Position: Q1 2026 in Review

Bearing Point Capital held its Lincoln National (LNC) position steady in Q1 2026 at 26,600 shares worth $944K. The position accounts for 0.15% of the portfolio, ranked #94.

Bearing Point Capital first reported a position in LNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Bearing Point Capital held 26,600 shares of Lincoln National worth $944K as of Q1 2026.
Bearing Point Capital left its Lincoln National share count unchanged in Q1 2026.
Lincoln National made up 0.15% of Bearing Point Capital's portfolio in Q1 2026, its #94 holding.
Bearing Point Capital first reported a position in Lincoln National in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's Lincoln National position peaked at $1.18M in Q4 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.