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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IEQ Capital's LNC Position: Q2 2025 in Review

IEQ Capital sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 41,122 shares — an estimated $1.48M sold.

IEQ Capital first reported a position in LNC in Q1 2021 and held it in 14 quarters. The position peaked at $1.48M in Q1 2025. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • IEQ Capital reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 41,122 Lincoln National shares in Q2 2025, an estimated $1.48M.
  • IEQ Capital first reported a position in Lincoln National in Q1 2021 and held it in 14 quarters.
  • IEQ Capital's Lincoln National position peaked at $1.48M in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.