Gillson Capital’s Lincoln National LNC Stock Holding History

Gillson Capital’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	–	Sell	-306,080	Closed	-$13.6M	–	87
2025 Q4	$13.6M	Buy	306,080 +108,151	+55%	+$4.5M	0.89%	37
2025 Q3	$7.98M	Buy	+197,929	New	+$7.65M	0.69%	47
2025 Q2	–	Sell	-85,000	Closed	-$3.05M	–	90
2025 Q1	$3.05M	Buy	+85,000	New	+$3.02M	0.26%	62
2024 Q4	–	Sell	-180,000	Closed	-$5.67M	–	73
2024 Q3	$5.67M	Buy	+180,000	New	+$5.61M	0.52%	52
2023 Q3	–	Sell	-171,203	Closed	-$4.41M	–	107
2023 Q2	$4.41M	Buy	+171,203	New	+$3.76M	0.39%	66
2022 Q1	–	Sell	-179,979	Closed	-$12.3M	–	247
2021 Q4	$12.3M	Buy	179,979 +59,671	+50%	+$4.21M	0.8%	45
2021 Q3	$8.27M	Sell	120,308 -78,649	-40%	-$5.14M	0.61%	52
2021 Q2	$12.5M	Buy	198,957 +170,553	+600%	+$11.3M	1.17%	27
2021 Q1	$1.77M	Buy	+28,404	New	+$1.57M	0.15%	118
2019 Q4	–	Sell	-368,126	Closed	-$22.2M	–	85
2019 Q3	$22.2M	Buy	+368,126	New	+$22M	2.04%	12
2019 Q2	–	Sell	-201,240	Closed	-$11.8M	–	90
2019 Q1	$11.8M	Buy	+201,240	New	+$11.9M	1.52%	32

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Gillson Capital's LNC Position: Q1 2026 in Review

Gillson Capital sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 306,080 shares — an estimated $13.6M sold.

Gillson Capital first reported a position in LNC in Q1 2019 and held it in 11 quarters. The position peaked at $22.2M in Q3 2019. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Gillson Capital reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Gillson Capital sold 306,080 Lincoln National shares in Q1 2026, an estimated $13.6M.
Gillson Capital first reported a position in Lincoln National in Q1 2019 and held it in 11 quarters.
Gillson Capital's Lincoln National position peaked at $22.2M in Q3 2019.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.