IEQ Capital’s Lincoln National LNC Stock Holding History

IEQ 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
2025 Q2	–	Sell	-41,122	Closed	-$1.48M	–	1920
2025 Q1	$1.48M	Buy	41,122 +34,534	+524%	+$1.23M	0.01%	654
2024 Q4	$209K	Sell	6,588 -11,997	-65%	-$400K	﹤0.01%	1186
2024 Q3	$586K	Sell	18,585 -871	-4%	-$27.2K	0.01%	700
2024 Q2	$605K	Buy	19,456 +6,689	+52%	+$202K	0.01%	594
2024 Q1	$408K	Buy	12,767 +1,538	+14%	+$42.5K	0.01%	693
2023 Q4	$303K	Sell	11,229 -6,053	-35%	-$146K	0.01%	729
2023 Q3	$427K	Buy	17,282 +5,783	+50%	+$151K	0.01%	614
2023 Q2	$296K	Buy	+11,499	New	+$252K	0.01%	683
2022 Q4	–	Sell	-5,059	Closed	-$222K	–	866
2022 Q3	$222K	Buy	+5,059	New	+$244K	0.01%	740
2022 Q2	–	Sell	-6,950	Closed	-$454K	–	824
2022 Q1	$454K	Buy	6,950 +78	+1%	+$5.33K	0.01%	530
2021 Q4	$469K	Buy	6,872 +615	+10%	+$43.4K	0.01%	472
2021 Q3	$430K	Buy	6,257 +1,484	+31%	+$96.9K	0.01%	478
2021 Q2	$300K	Buy	4,773 +413	+9%	+$27.3K	0.01%	461
2021 Q1	$272K	Buy	+4,360	New	+$241K	0.01%	386

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return