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 Q2	$940K	Hold	26,600	–	–	0.13%	107
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 $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bearing Point Capital's LNC Position: Q2 2026 in Review

Bearing Point Capital held its Lincoln National (LNC) position steady in Q2 2026 at 26,600 shares worth $940K. The position accounts for 0.13% of the portfolio, ranked #107.

Bearing Point Capital first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Bearing Point Capital held 26,600 shares of Lincoln National worth $940K as of Q2 2026.
Bearing Point Capital left its Lincoln National share count unchanged in Q2 2026.
Lincoln National made up 0.13% of Bearing Point Capital's portfolio in Q2 2026, its #107 holding.
Bearing Point Capital first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
Bearing Point Capital's Lincoln National position peaked at $1.18M in Q4 2025.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.