BluePath Capital Management’s Lincoln National LNC Stock Holding History

BluePath Capital Management’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 Q3	$1.17M	Sell	29,108 -269	-0.9%	-$11.5K	0.61%	64
2026 Q2	$1.04M	Buy	29,377 +286	+1%	+$10.3K	0.57%	72
2026 Q1	$1.03M	Buy	29,091 +2,920	+11%	+$112K	0.71%	62
2025 Q4	$1.17M	Buy	26,171 +2,931	+13%	+$122K	0.79%	39
2025 Q3	$937K	Buy	23,240 +4,753	+26%	+$184K	0.69%	56
2025 Q2	$640K	Buy	18,487 +3,441	+23%	+$113K	0.56%	63
2025 Q1	$540K	Sell	15,046 -10,192	-40%	-$362K	0.56%	57
2024 Q4	$776K	Buy	25,238 +4,205	+20%	+$140K	0.42%	68
2024 Q3	$663K	Sell	21,033 -3,589	-15%	-$112K	0.41%	68
2024 Q2	$766K	Buy	24,622 +2,697	+12%	+$81.6K	0.54%	48
2024 Q1	$700K	Sell	21,925 -1,563	-7%	-$43.2K	0.53%	32
2023 Q4	$664K	Buy	23,488 +3,808	+19%	+$91.5K	0.56%	34
2023 Q3	$486K	Buy	+19,680	New	+$515K	0.45%	42

Other funds holding LNC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BluePath Capital Management's LNC Position: Q3 2026 in Review

BluePath Capital Management reduced its Lincoln National (LNC) stake by 0.92% in Q3 2026, selling an estimated $11.5K and leaving 29,108 shares worth $1.17M. The position accounts for 0.61% of the portfolio, ranked #64.

BluePath Capital Management first reported a position in LNC in Q3 2023 and has held it in 13 quarters since. 265 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

BluePath Capital Management held 29,108 shares of Lincoln National worth $1.17M as of Q3 2026.
BluePath Capital Management sold 269 Lincoln National shares in Q3 2026, an estimated $11.5K.
Lincoln National made up 0.61% of BluePath Capital Management's portfolio in Q3 2026, its #64 holding.
BluePath Capital Management first reported a position in Lincoln National in Q3 2023 and has held it in 13 quarters since.
265 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.