Coldstream Capital Management’s Lincoln National LNC Stock Holding History

Coldstream 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
2026 Q1	$394K	Buy	11,087 +1,718	+18%	+$66K	﹤0.01%	829
2025 Q4	$417K	Sell	9,369 -1,302	-12%	-$54.2K	0.01%	780
2025 Q3	$430K	Buy	10,671 +545	+5%	+$21.1K	0.01%	803
2025 Q2	$350K	Buy	10,126 +123	+1%	+$4.02K	0.01%	808
2025 Q1	$359K	Sell	10,003 -138	-1%	-$4.9K	0.01%	750
2024 Q4	$322K	Sell	10,141 -1,629	-14%	-$54.3K	0.01%	793
2024 Q3	$372K	Sell	11,770 -1,188	-9%	-$37K	0.01%	730
2024 Q2	$403K	Buy	12,958 +354	+3%	+$10.7K	0.01%	638
2024 Q1	$402K	Buy	12,604 +158	+1%	+$4.36K	0.01%	642
2023 Q4	$336K	Sell	12,446 -5,065	-29%	-$122K	0.01%	662
2023 Q3	$432K	Buy	17,511 +5,212	+42%	+$136K	0.01%	487
2023 Q2	$317K	Buy	+12,299	New	+$270K	0.01%	605
2022 Q2	$262K	Buy	5,613 +477	+9%	+$27.2K	0.01%	614
2022 Q1	$336K	Sell	5,136 -304	-6%	-$20.8K	0.01%	523
2021 Q4	$371K	Buy	+5,440	New	+$384K	0.01%	532
2021 Q3	–	Sell	-3,455	Closed	-$217K	–	487
2021 Q2	$217K	Buy	3,455 +8	+0.2%	+$528	0.01%	487
2021 Q1	$215K	Buy	+3,447	New	+$191K	0.01%	412

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Coldstream Capital Management's LNC Position: Q1 2026 in Review

Coldstream Capital Management increased its Lincoln National (LNC) stake by 18% in Q1 2026, buying an estimated $66K and bringing the position to 11,087 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Coldstream Capital Management first reported a position in LNC in Q1 2021 and has held it in 17 quarters since. The position peaked at $432K in Q3 2023. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Coldstream Capital Management held 11,087 shares of Lincoln National worth $394K as of Q1 2026.
Coldstream Capital Management bought 1,718 Lincoln National shares in Q1 2026, an estimated $66K.
Lincoln National made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #829 holding.
Coldstream Capital Management first reported a position in Lincoln National in Q1 2021 and has held it in 17 quarters since.
Coldstream Capital Management's Lincoln National position peaked at $432K in Q3 2023.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.