Oak Thistle LLC’s Lincoln National LNC Stock Holding History

Oak Thistle LLC’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	-28,165	Closed	-$1.14M	–	589
2025 Q3	$1.14M	Buy	28,165 +18,174	+182%	+$703K	0.17%	238
2025 Q2	$346K	Buy	+9,991	New	+$327K	0.05%	403
2024 Q4	–	Sell	-24,380	Closed	-$768K	–	486
2024 Q3	$768K	Buy	24,380 +12,724	+109%	+$397K	0.25%	167
2024 Q2	$363K	Buy	+11,656	New	+$353K	0.27%	164
2024 Q1	–	Sell	-29,266	Closed	-$789K	–	423
2023 Q4	$789K	Buy	29,266 +15,624	+115%	+$376K	0.23%	182
2023 Q3	$337K	Buy	+13,642	New	+$357K	0.1%	369
2023 Q2	–	Sell	-22,610	Closed	-$508K	–	463
2023 Q1	$508K	Buy	22,610 +4,753	+27%	+$141K	0.3%	132
2022 Q4	$549K	Buy	+17,857	New	+$709K	1.18%	7

Other funds holding LNC

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

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Oak Thistle LLC's LNC Position: Q4 2025 in Review

Oak Thistle LLC sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 28,165 shares — an estimated $1.14M sold.

Oak Thistle LLC first reported a position in LNC in Q4 2022 and held it in 8 quarters. The position peaked at $1.14M in Q3 2025. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Oak Thistle LLC reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Oak Thistle LLC sold 28,165 Lincoln National shares in Q4 2025, an estimated $1.14M.
Oak Thistle LLC first reported a position in Lincoln National in Q4 2022 and held it in 8 quarters.
Oak Thistle LLC's Lincoln National position peaked at $1.14M in Q3 2025.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.