LECAP Asset Management’s Lincoln National LNC Stock Holding History

LECAP Asset Management’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 Q4	–	Sell	-27,755	Closed	-$1.12M	–	348
2025 Q3	$1.12M	Buy	+27,755	New	+$1.07M	0.39%	106
2025 Q2	–	Sell	-29,589	Closed	-$1.06M	–	354
2025 Q1	$1.06M	Buy	29,589 +2,059	+7%	+$73K	0.25%	169
2024 Q4	$873K	Buy	+27,530	New	+$918K	0.24%	161
2024 Q1	–	Sell	-32,379	Closed	-$873K	–	347
2023 Q4	$873K	Buy	+32,379	New	+$778K	0.32%	125

Other funds holding LNC

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

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

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

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

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

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

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

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

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

LECAP Asset Management's LNC Position: Q4 2025 in Review

LECAP Asset Management sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 27,755 shares — an estimated $1.12M sold.

LECAP Asset Management first reported a position in LNC in Q4 2023 and held it in 4 quarters. The position peaked at $1.12M in Q3 2025. 626 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

LECAP Asset Management reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
LECAP Asset Management sold 27,755 Lincoln National shares in Q4 2025, an estimated $1.12M.
LECAP Asset Management first reported a position in Lincoln National in Q4 2023 and held it in 4 quarters.
LECAP Asset Management's Lincoln National position peaked at $1.12M in Q3 2025.
626 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on LECAP Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.