CCM
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Collar Capital Management’s Lincoln National LNC Stock Holding History

Collar 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
Q2 		$3.39M Sell
95,763
-1,445
-1% -$52K 2% 17
2026
Q1 		$3.45M Buy
97,208
+5,477
+6% +$210K 2.23% 14
2025
Q4 		$4.08M Buy
91,731
+688
+0.8% +$28.7K 2.73% 7
2025
Q3 		$3.67M Buy
91,043
+1,152
+1% +$44.6K 2.58% 11
2025
Q2 		$3.11M Buy
89,891
+425
+0.5% +$13.9K 2.62% 10
2025
Q1 		$3.21M Buy
89,466
+1,880
+2% +$66.7K 2.91% 7
2024
Q4 		$2.78M Buy
+87,586
New +$2.92M 2.31% 11

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Collar Capital Management's LNC Position: Q2 2026 in Review

Collar Capital Management reduced its Lincoln National (LNC) stake by 1.5% in Q2 2026, selling an estimated $52K and leaving 95,763 shares worth $3.39M. The position accounts for 2% of the portfolio, ranked #17.

Collar Capital Management first reported a position in LNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.08M in Q4 2025. 216 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Collar Capital Management held 95,763 shares of Lincoln National worth $3.39M as of Q2 2026.
  • Collar Capital Management sold 1,445 Lincoln National shares in Q2 2026, an estimated $52K.
  • Lincoln National made up 2% of Collar Capital Management's portfolio in Q2 2026, its #17 holding.
  • Collar Capital Management first reported a position in Lincoln National in Q4 2024 and has held it in 7 quarters since.
  • Collar Capital Management's Lincoln National position peaked at $4.08M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Collar Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.