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RK Asset Management’s
Lincoln National
LNC
Stock Holding History
RK 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
$4.11M
Sell
92,280
-290
-0.3%
-$12.1K
3.88%
14
2025
Q3
$3.73M
Sell
92,570
-522
-0.6%
-$20.2K
3.39%
17
2025
Q2
$3.22M
Sell
93,092
-274
-0.3%
-$8.96K
3.11%
18
2025
Q1
$3.35M
Sell
93,366
-6,755
-7%
-$240K
3.1%
19
2024
Q4
$3.17M
Sell
100,121
-2,065
-2%
-$68.8K
2.6%
20
2024
Q3
$3.22M
Buy
102,186
+6,518
+7%
+$203K
2.48%
19
2024
Q2
$2.98M
Sell
95,668
-620
-0.6%
-$18.8K
2.57%
16
2024
Q1
$3.07M
Sell
96,288
-154
-0.2%
-$4.25K
2.5%
16
2023
Q4
$2.6M
Buy
96,442
+15,876
+20%
+$382K
2.16%
16
2023
Q3
$1.99M
Sell
80,566
-380
-0.5%
-$9.94K
1.86%
18
2023
Q2
$2.08M
Hold
80,946
–
–
1.93%
17
2023
Q1
$1.82M
Buy
80,946
+6,928
+9%
+$206K
1.8%
18
2022
Q4
$2.27M
Buy
+74,018
New
+$2.94M
2.18%
17
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
$5.7T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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