Capricorn Fund Managers’s Lincoln National LNC Stock Holding History

Capricorn Fund Managers’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	$33M	Buy	+820,000	New	+$35M	3.12%	3

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Capricorn Fund Managers's LNC Position: Q3 2026 in Review

Capricorn Fund Managers opened a new position in Lincoln National (LNC) in Q3 2026: 820,000 shares worth $33M. The stake represents 3.12% of the portfolio and ranks #3 among its holdings.

263 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

Capricorn Fund Managers held 820,000 shares of Lincoln National worth $33M as of Q3 2026.
Lincoln National was a new Capricorn Fund Managers position in Q3 2026.
Lincoln National made up 3.12% of Capricorn Fund Managers's portfolio in Q3 2026, its #3 holding.
263 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on Capricorn Fund Managers's 13F filing for Q3 2026, filed 3 Nov 2026.