Capula Management’s Lincoln National LNC Stock Holding History

Capula Management’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
2025 Q1	–	Sell	-9,791	Closed	-$310K	–	721
2024 Q4	$310K	Buy	+9,791	New	+$326K	﹤0.01%	236
2023 Q2	–	Sell	-13,460	Closed	-$302K	–	633
2023 Q1	$302K	Buy	13,460 +6,390	+90%	+$190K	﹤0.01%	523
2022 Q4	$217K	Sell	7,070 -9,850	-58%	-$391K	﹤0.01%	684
2022 Q3	$743K	Buy	+16,920	New	+$815K	0.01%	442

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capula Management's LNC Position: Q1 2025 in Review

Capula Management sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 9,791 shares — an estimated $310K sold.

Capula Management first reported a position in LNC in Q3 2022 and held it in 4 quarters. The position peaked at $743K in Q3 2022. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

Capula Management reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
Capula Management sold 9,791 Lincoln National shares in Q1 2025, an estimated $310K.
Capula Management first reported a position in Lincoln National in Q3 2022 and held it in 4 quarters.
Capula Management's Lincoln National position peaked at $743K in Q3 2022.
569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Capula Management's 13F filing for Q1 2025, filed 14 May 2025.