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LNC icon

Caprock Group’s Lincoln National LNC Stock Holding History

Caprock Group’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 		$555K Buy
15,628
+6,730
+76% +$259K 0.01% 715
2025
Q4 		$396K Sell
8,898
-2,049
-19% -$85.3K 0.01% 897
2025
Q3 		$470K Buy
+10,947
New +$423K 0.01% 825
2022
Q4 		– Sell
-13,524
Closed -$594K – 587
2022
Q3 		$594K Sell
13,524
-1,376
-9% -$66.3K 0.06% 244
2022
Q2 		$697K Sell
14,900
-530
-3% -$30.2K 0.07% 213
2022
Q1 		$1.01M Buy
15,430
+74
+0.5% +$5.06K 0.09% 172
2021
Q4 		$1.05M Buy
15,356
+1,015
+7% +$71.6K 0.09% 167
2021
Q3 		$986K Buy
14,341
+2,219
+18% +$145K 0.09% 156
2021
Q2 		$762K Buy
12,122
+279
+2% +$18.4K 0.07% 196
2021
Q1 		$737K Buy
11,843
+1,324
+13% +$73.2K 0.08% 182
2020
Q4 		$529K Buy
10,519
+3,090
+42% +$131K 0.06% 227
2020
Q3 		$233K Buy
7,429
+1,184
+19% +$42.3K 0.03% 340
2020
Q2 		$230K Buy
+6,245
New +$220K 0.03% 337
2019
Q2 		– Sell
-5,773
Closed -$339K – 383
2019
Q1 		$339K Sell
5,773
-128
-2% -$7.58K 0.07% 243
2018
Q4 		$303K Buy
5,901
+384
+7% +$23.3K 0.07% 237
2018
Q3 		$373K Hold
5,517
– – 0.08% 225
2018
Q2 		$343K Sell
5,517
-706
-11% -$48.3K 0.07% 254
2018
Q1 		$455K Hold
6,223
– – 0.1% 201
2017
Q4 		$527K Buy
6,223
+418
+7% +$31.6K 0.1% 194
2017
Q3 		$427K Hold
5,805
– – 0.09% 213
2017
Q2 		$392K Buy
+5,805
New +$384K 0.09% 222
2016
Q2 		– Sell
-5,963
Closed -$234K – 313
2016
Q1 		$234K Buy
+5,963
New +$233K 0.06% 273

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caprock Group's LNC Position: Q1 2026 in Review

Caprock Group increased its Lincoln National (LNC) stake by 76% in Q1 2026, buying an estimated $259K and bringing the position to 15,628 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #715.

Caprock Group first reported a position in LNC in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Caprock Group held 15,628 shares of Lincoln National worth $555K as of Q1 2026.
  • Caprock Group bought 6,730 Lincoln National shares in Q1 2026, an estimated $259K.
  • Lincoln National made up 0.01% of Caprock Group's portfolio in Q1 2026, its #715 holding.
  • Caprock Group first reported a position in Lincoln National in Q1 2016 and has held it in 22 quarters since.
  • Caprock Group's Lincoln National position peaked at $1.05M in Q4 2021.
  • 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.