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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
Q2 		– Sell
-15,628
Closed -$555K – 1292
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 $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

Caprock Group's LNC Position: Q2 2026 in Review

Caprock Group sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 15,628 shares — an estimated $555K sold.

Caprock Group first reported a position in LNC in Q1 2016 and held it in 22 quarters. The position peaked at $1.05M in Q4 2021. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Caprock Group reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 15,628 Lincoln National shares in Q2 2026, an estimated $555K.
  • Caprock Group first reported a position in Lincoln National in Q1 2016 and held it in 22 quarters.
  • Caprock Group's Lincoln National position peaked at $1.05M in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.