Sherbrooke Park Advisers’s Lincoln National LNC Stock Holding History

Sherbrooke Park Advisers’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	-6,857	Closed	-$277K	–	401
2025 Q3	$277K	Buy	+6,857	New	+$265K	0.13%	295
2025 Q2	–	Sell	-7,257	Closed	-$261K	–	659
2025 Q1	$261K	Buy	+7,257	New	+$257K	0.12%	342
2024 Q1	–	Sell	-13,360	Closed	-$360K	–	933
2023 Q4	$360K	Sell	13,360 -2,485	-16%	-$59.7K	0.17%	220
2023 Q3	$391K	Buy	+15,845	New	+$414K	0.12%	291
2023 Q1	–	Sell	-8,800	Closed	-$270K	–	262
2022 Q4	$270K	Buy	+8,800	New	+$349K	0.2%	203

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $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 $167B AUM 44.17% 1-Year Est. Return

Sherbrooke Park Advisers's LNC Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 6,857 shares — an estimated $277K sold.

Sherbrooke Park Advisers first reported a position in LNC in Q4 2022 and held it in 5 quarters. The position peaked at $391K in Q3 2023. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

Sherbrooke Park Advisers reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 6,857 Lincoln National shares in Q4 2025, an estimated $277K.
Sherbrooke Park Advisers first reported a position in Lincoln National in Q4 2022 and held it in 5 quarters.
Sherbrooke Park Advisers's Lincoln National position peaked at $391K in Q3 2023.
627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.