Steadtrust’s Lincoln National LNC Stock Holding History

Steadtrust’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	-15,500	Closed	-$690K	–	129
2025 Q4	$690K	Hold	15,500	–	–	0.42%	67
2025 Q3	$625K	Buy	+15,500	New	+$599K	0.42%	60

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

Steadtrust's LNC Position: Q1 2026 in Review

Steadtrust sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 15,500 shares — an estimated $690K sold.

Steadtrust first reported a position in LNC in Q3 2025 and held it in 2 quarters. The position peaked at $690K in Q4 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Steadtrust reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Steadtrust sold 15,500 Lincoln National shares in Q1 2026, an estimated $690K.
Steadtrust first reported a position in Lincoln National in Q3 2025 and held it in 2 quarters.
Steadtrust's Lincoln National position peaked at $690K in Q4 2025.
615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Steadtrust's 13F filing for Q1 2026, filed 15 Apr 2026.