Cloud Capital Management’s Lincoln National LNC Stock Holding History

Cloud Capital 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 Q4	–	Sell	-39	Closed	-$1K	–	893
2025 Q3	$1K	Buy	+39	New	+$1.51K	﹤0.01%	868

Other funds holding LNC

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

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cloud Capital Management's LNC Position: Q4 2025 in Review

Cloud Capital Management sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 39 shares — an estimated $1K sold.

Cloud Capital Management first reported a position in LNC in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Cloud Capital Management reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 39 Lincoln National shares in Q4 2025, an estimated $1K.
Cloud Capital Management first reported a position in Lincoln National in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Lincoln National position peaked at $1K in Q3 2025.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.