John Overdeck’s Lincoln National LNC Stock Holding History

John Overdeck’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
2021 Q3	–	Sell	-3,500	Closed	-$220K	–	4500
2021 Q2	$220K	Buy	+3,500	New	+$231K	﹤0.01%	3727
2020 Q4	–	Sell	-6,400	Closed	-$201K	–	3569
2020 Q3	$201K	Buy	6,400 +400	+7%	+$14.3K	﹤0.01%	2819
2020 Q2	$221K	Buy	+6,000	New	+$211K	﹤0.01%	2581
2020 Q1	–	Sell	-7,100	Closed	-$419K	–	3514
2019 Q4	$419K	Sell	7,100 -8,500	-54%	-$500K	﹤0.01%	2928
2019 Q3	$941K	Buy	+15,600	New	+$933K	﹤0.01%	2046
2019 Q2	–	Sell	-6,800	Closed	-$399K	–	3508
2019 Q1	$399K	Buy	+6,800	New	+$403K	﹤0.01%	2417
2018 Q4	–	Sell	-7,000	Closed	-$474K	–	3296
2018 Q3	$474K	Sell	7,000 -19,800	-74%	-$1.31M	﹤0.01%	2486
2018 Q2	$1.67M	Buy	26,800 +21,800	+436%	+$1.49M	0.01%	1764
2018 Q1	$365K	Buy	+5,000	New	+$392K	﹤0.01%	2671
2016 Q4	–	Sell	-8,900	Closed	-$418K	–	3337
2016 Q3	$418K	Buy	8,900 +900	+11%	+$40.3K	﹤0.01%	2549
2016 Q2	$310K	Buy	+8,000	New	+$339K	﹤0.01%	2538

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's LNC Position: Q2 2026 in Review

John Overdeck increased its Lincoln National (LNC) stake by 228% in Q2 2026, buying an estimated $17.5M and bringing the position to 699,624 shares worth $24.7M. The position accounts for 0.02% of the portfolio, ranked #917.

John Overdeck first reported a position in LNC in Q2 2013 and has held it in 51 quarters since. The position peaked at $54.9M in Q3 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

John Overdeck held 699,624 shares of Lincoln National worth $24.7M as of Q2 2026.
John Overdeck bought 486,133 Lincoln National shares in Q2 2026, an estimated $17.5M.
Lincoln National made up 0.02% of John Overdeck's portfolio in Q2 2026, its #917 holding.
John Overdeck first reported a position in Lincoln National in Q2 2013 and has held it in 51 quarters since.
John Overdeck's Lincoln National position peaked at $54.9M in Q3 2024.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.