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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return