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LNC icon

COWA LLC’s Lincoln National LNC Stock Holding History

COWA LLC’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
Q3 		$532K Sell
13,208
-716
-5% -$30.5K 0.13% 109
2026
Q2 		$492K Sell
13,924
-502
-3% -$18.1K 0.12% 110
2026
Q1 		$512K Buy
14,426
+572
+4% +$22K 0.14% 105
2025
Q4 		$617K Sell
13,854
-3,977
-22% -$166K 0.19% 87
2025
Q3 		$719K Sell
17,831
-4,589
-20% -$177K 0.24% 74
2025
Q2 		$776K Buy
22,420
+2,380
+12% +$77.8K 0.3% 65
2025
Q1 		$720K Buy
20,040
+981
+5% +$34.8K 0.31% 63
2024
Q4 		$604K Buy
19,059
+110
+0.6% +$3.67K 0.28% 68
2024
Q3 		$597K Buy
18,949
+1,913
+11% +$59.6K 0.28% 70
2024
Q2 		$530K Buy
17,036
+137
+0.8% +$4.14K 0.28% 68
2024
Q1 		$540K Buy
16,899
+4,915
+41% +$136K 0.32% 65
2023
Q4 		$323K Buy
11,984
+116
+1% +$2.79K 0.2% 85
2023
Q3 		$293K Buy
11,868
+1,188
+11% +$31.1K 0.2% 84
2023
Q2 		$275K Buy
+10,680
New +$234K 0.18% 90
2022
Q4 		– Sell
-2,080
Closed -$91K – 234
2022
Q3 		$91K Buy
+2,080
New +$100K 0.06% 150
2021
Q2 		– Sell
-2,080
Closed -$131K – 244
2021
Q1 		$131K Hold
2,080
– – 0.08% 146
2020
Q4 		$106K Buy
+2,080
New +$88.4K 0.08% 150

Other funds holding LNC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Oak Harbor Wealth Partners
Oak Harbor Wealth Partners Raleigh, North Carolina $269M AUM 17.64% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

COWA LLC's LNC Position: Q3 2026 in Review

COWA LLC reduced its Lincoln National (LNC) stake by 5.1% in Q3 2026, selling an estimated $30.5K and leaving 13,208 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #109.

COWA LLC first reported a position in LNC in Q4 2020 and has held it in 17 quarters since. The position peaked at $776K in Q2 2025. 241 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • COWA LLC held 13,208 shares of Lincoln National worth $532K as of Q3 2026.
  • COWA LLC sold 716 Lincoln National shares in Q3 2026, an estimated $30.5K.
  • Lincoln National made up 0.13% of COWA LLC's portfolio in Q3 2026, its #109 holding.
  • COWA LLC first reported a position in Lincoln National in Q4 2020 and has held it in 17 quarters since.
  • COWA LLC's Lincoln National position peaked at $776K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.