Optima Capital’s Lincoln National LNC Stock Holding History

Optima 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
2026 Q1	–	Sell	-3,964	Closed	-$177K	–	799
2025 Q4	$177K	Buy	+3,964	New	+$165K	0.08%	170

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Optima Capital's LNC Position: Q1 2026 in Review

Optima Capital sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 3,964 shares — an estimated $177K sold.

Optima Capital first reported a position in LNC in Q4 2025 and held it in 1 quarter. The position peaked at $177K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Optima Capital reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3,964 Lincoln National shares in Q1 2026, an estimated $177K.
Optima Capital first reported a position in Lincoln National in Q4 2025 and held it in 1 quarter.
Optima Capital's Lincoln National position peaked at $177K in Q4 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.