CM
LNC icon

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
2021
Q3 		– Sell
-22,000
Closed -$1.37M – 976
2021
Q2 		$1.37M Hold
22,000
– – 0.02% 346
2021
Q1 		$1.37M Buy
+22,000
New +$1.22M 0.03% 323

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
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.