Everence Capital Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $250K | Buy |
7,044
+634
| +10% | +$24.4K | 0.02% | 664 |
|
|
2025
Q4 | $285K | Hold |
6,410
| – | – | 0.02% | 615 |
|
|
2025
Q3 | $259K | Hold |
6,410
| – | – | 0.02% | 667 |
|
|
2025
Q2 | $222K | Hold |
6,410
| – | – | 0.01% | 717 |
|
|
2025
Q1 | $230K | Hold |
6,410
| – | – | 0.02% | 692 |
|
|
2024
Q4 | $203K | Sell |
6,410
-20,380
| -76% | -$679K | 0.01% | 777 |
|
|
2024
Q3 | $844K | Hold |
26,790
| – | – | 0.05% | 273 |
|
|
2024
Q2 | $731 | Hold |
26,790
| – | – | 0.05% | 282 |
|
|
2024
Q1 | $855 | Hold |
26,790
| – | – | 0.06% | 263 |
|
|
2023
Q4 | $723K | Buy |
26,790
+4,550
| +20% | +$109K | 0.05% | 292 |
|
|
2023
Q3 | $549 | Buy |
22,240
+5,250
| +31% | +$137K | 0.04% | 355 |
|
|
2023
Q2 | $355K | Hold |
16,990
| – | – | 0.03% | 461 |
|
|
2023
Q1 | $382 | Hold |
16,990
| – | – | 0.03% | 449 |
|
|
2022
Q4 | $522 | Buy |
16,990
+9,680
| +132% | +$384K | 0.05% | 354 |
|
|
2022
Q3 | $321K | Hold |
7,310
| – | – | 0.03% | 490 |
|
|
2022
Q2 | $342K | Hold |
7,310
| – | – | 0.03% | 468 |
|
|
2022
Q1 | $478K | Hold |
7,310
| – | – | 0.04% | 418 |
|
|
2021
Q4 | $499K | Sell |
7,310
-15,180
| -67% | -$1.07M | 0.04% | 418 |
|
|
2021
Q3 | $1.55M | Buy |
22,490
+16,190
| +257% | +$1.06M | 0.13% | 140 |
|
|
2021
Q2 | $396K | Hold |
6,300
| – | – | 0.03% | 471 |
|
|
2021
Q1 | $392K | Sell |
6,300
-9,540
| -60% | -$527K | 0.04% | 452 |
|
|
2020
Q4 | $797K | Buy |
15,840
+7,730
| +95% | +$329K | 0.08% | 212 |
|
|
2020
Q3 | $254K | Sell |
8,110
-9,870
| -55% | -$352K | 0.03% | 521 |
|
|
2020
Q2 | $682K | Hold |
17,980
| – | – | 0.08% | 200 |
|
|
2020
Q1 | $473K | Buy |
17,980
+9,630
| +115% | +$457K | 0.07% | 253 |
|
|
2019
Q4 | $493K | Buy |
8,350
+4,130
| +98% | +$243K | 0.07% | 289 |
|
|
2019
Q3 | $255K | Hold |
4,220
| – | – | 0.04% | 488 |
|
|
2019
Q2 | $272K | Hold |
4,220
| – | – | 0.05% | 452 |
|
|
2019
Q1 | $248K | Hold |
4,220
| – | – | 0.04% | 471 |
|
|
2018
Q4 | $217K | Hold |
4,220
| – | – | 0.05% | 362 |
|
|
2018
Q3 | $286K | Hold |
4,220
| – | – | 0.06% | 328 |
|
|
2018
Q2 | $263K | Hold |
4,220
| – | – | 0.06% | 337 |
|
|
2018
Q1 | $308K | Hold |
4,220
| – | – | 0.07% | 296 |
|
|
2017
Q4 | $324K | Hold |
4,220
| – | – | 0.07% | 283 |
|
|
2017
Q3 | $310K | Hold |
4,220
| – | – | 0.07% | 291 |
|
|
2017
Q2 | $285K | Hold |
4,220
| – | – | 0.07% | 295 |
|
|
2017
Q1 | $276K | Hold |
4,220
| – | – | 0.07% | 288 |
|
|
2016
Q4 | $280K | Sell |
4,220
-2,340
| -36% | -$136K | 0.08% | 276 |
|
|
2016
Q3 | $308K | Hold |
6,560
| – | – | 0.09% | 248 |
|
|
2016
Q2 | $254K | Buy |
+6,560
| New | +$278K | 0.08% | 267 |
|
Other funds holding LNC
BCP
VPM
VCM
Everence Capital Management's LNC Position: Q1 2026 in Review
Everence Capital Management increased its Lincoln National (LNC) stake by 9.9% in Q1 2026, buying an estimated $24.4K and bringing the position to 7,044 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #664.
Everence Capital Management first reported a position in LNC in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.55M in Q3 2021. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.
- Everence Capital Management held 7,044 shares of Lincoln National worth $250K as of Q1 2026.
- Everence Capital Management bought 634 Lincoln National shares in Q1 2026, an estimated $24.4K.
- Lincoln National made up 0.02% of Everence Capital Management's portfolio in Q1 2026, its #664 holding.
- Everence Capital Management first reported a position in Lincoln National in Q2 2016 and has held it in 40 quarters since.
- Everence Capital Management's Lincoln National position peaked at $1.55M in Q3 2021.
- 613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.
Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.