Capstone Investment Advisors
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Capstone Investment Advisors’s Lincoln National LNC Stock Holding History

Capstone Investment Advisors’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
2024
Q4 		– Sell
-900
Closed -$28.4K – 1939
2024
Q3 		$28.4K Hold
900
– – ﹤0.01% 1838
2024
Q2 		$28K Hold
900
– – ﹤0.01% 1991
2024
Q1 		$28.7K Sell
900
-3,400
-79% -$93.9K ﹤0.01% 2244
2023
Q4 		$116K Hold
4,300
– – ﹤0.01% 1916
2023
Q3 		$106K Buy
4,300
+800
+23% +$20.9K ﹤0.01% 1945
2023
Q2 		$90.2K Buy
3,500
+100
+3% +$2.19K ﹤0.01% 1708
2023
Q1 		$76.4K Sell
3,400
-84,400
-96% -$2.51M ﹤0.01% 1398
2022
Q4 		$2.7M Buy
87,800
+80,300
+1,071% +$3.19M 0.02% 599
2022
Q3 		$329K Buy
7,500
+900
+14% +$43.3K ﹤0.01% 1383
2022
Q2 		$309K Sell
6,600
-2,400
-27% -$137K ﹤0.01% 1340
2022
Q1 		$588K Sell
9,000
-7,400
-45% -$506K ﹤0.01% 1452
2021
Q4 		$1.12M Sell
16,400
-8,100
-33% -$571K ﹤0.01% 1270
2021
Q3 		$1.68M Buy
24,500
+10,600
+76% +$692K ﹤0.01% 1259
2021
Q2 		$873K Buy
13,900
+5,600
+67% +$370K ﹤0.01% 1269
2021
Q1 		$517K Sell
8,300
-3,700
-31% -$204K ﹤0.01% 1258
2020
Q4 		$604K Sell
12,000
-8,700
-42% -$370K ﹤0.01% 1211
2020
Q3 		$649K Buy
20,700
+800
+4% +$28.6K ﹤0.01% 1119
2020
Q2 		$732K Buy
19,900
+1,000
+5% +$35.2K ﹤0.01% 993
2020
Q1 		$497K Buy
18,900
+400
+2% +$19K 0.01% 889
2019
Q4 		$1.09M Buy
18,500
+6,700
+57% +$394K 0.01% 981
2019
Q3 		$712K Sell
11,800
-1,500
-11% -$89.7K ﹤0.01% 1009
2019
Q2 		$857K Buy
13,300
+1,800
+16% +$115K 0.01% 994
2019
Q1 		$675K Buy
11,500
+5,000
+77% +$296K 0.01% 926
2018
Q4 		$334K Buy
6,500
+2,200
+51% +$134K ﹤0.01% 910
2018
Q3 		$291K Buy
+4,300
New +$284K ﹤0.01% 923
2014
Q1 		– Sell
-160,000
Closed -$8.26M – 470
2013
Q4 		$8.26M Hold
160,000
– – 0.09% 119
2013
Q3 		$6.72M Buy
160,000
+60,000
+60% +$2.53M 0.07% 156
2013
Q2 		$3.65M Buy
+100,000
New +$3.41M 0.04% 177

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's LNC Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Lincoln National (LNC) in Q2 2026: 15,432 shares worth $546K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in LNC as recently as Q4 2025.

Capstone Investment Advisors first reported a position in LNC in Q4 2015 and has held it in 31 quarters since. The position peaked at $5.47M in Q3 2022. 619 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Capstone Investment Advisors held 15,432 shares of Lincoln National worth $546K as of Q2 2026.
  • Lincoln National was a new Capstone Investment Advisors position in Q2 2026.
  • Lincoln National made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1201 holding.
  • Capstone Investment Advisors first reported a position in Lincoln National in Q4 2015 and has held it in 31 quarters since.
  • Capstone Investment Advisors's Lincoln National position peaked at $5.47M in Q3 2022.
  • 619 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.