CSC
LNC icon

Caldwell Sutter Capital’s Lincoln National LNC Stock Holding History

Caldwell Sutter 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 		$1.27K Hold
36
– – ﹤0.01% 843
2026
Q1 		$1.28K Hold
36
– – ﹤0.01% 798
2025
Q4 		$1.6K Hold
36
– – ﹤0.01% 773
2025
Q3 		$1.45K Hold
36
– – ﹤0.01% 771
2025
Q2 		$1.25K Hold
36
– – ﹤0.01% 763
2025
Q1 		$1.29K Hold
36
– – ﹤0.01% 776
2024
Q4 		$1.14K Hold
36
– – ﹤0.01% 807
2024
Q3 		$1.13K Hold
36
– – ﹤0.01% 807
2024
Q2 		$1.12K Hold
36
– – ﹤0.01% 821
2024
Q1 		$1.15K Hold
36
– – ﹤0.01% 812
2023
Q4 		$971 Hold
36
– – ﹤0.01% 833
2023
Q3 		$889 Hold
36
– – ﹤0.01% 803
2023
Q2 		$927 Buy
+36
New +$790 ﹤0.01% 798

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Caldwell Sutter Capital's LNC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Lincoln National (LNC) position steady in Q2 2026 at 36 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Caldwell Sutter Capital first reported a position in LNC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.6K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Caldwell Sutter Capital held 36 shares of Lincoln National worth $1.27K as of Q2 2026.
  • Caldwell Sutter Capital left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #843 holding.
  • Caldwell Sutter Capital first reported a position in Lincoln National in Q2 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Lincoln National position peaked at $1.6K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.