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Triasima Portfolio Management’s Lincoln National LNC Stock Holding History

Triasima Portfolio 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
Q2 		– Sell
-17,224
Closed -$619K – 151
2025
Q1 		$619K Hold
17,224
– – 0.12% 116
2024
Q4 		$546K Buy
17,224
+699
+4% +$23.3K 0.11% 115
2024
Q3 		$521K Sell
16,525
-87,410
-84% -$2.72M 0.12% 78
2024
Q2 		$3.23M Buy
103,935
+2,395
+2% +$72.5K 0.3% 58
2024
Q1 		$3.24M Buy
+101,540
New +$2.8M 0.27% 65

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Triasima Portfolio Management's LNC Position: Q2 2025 in Review

Triasima Portfolio Management sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 17,224 shares — an estimated $619K sold.

Triasima Portfolio Management first reported a position in LNC in Q1 2024 and held it in 5 quarters. The position peaked at $3.24M in Q1 2024. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Triasima Portfolio Management reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 17,224 Lincoln National shares in Q2 2025, an estimated $619K.
  • Triasima Portfolio Management first reported a position in Lincoln National in Q1 2024 and held it in 5 quarters.
  • Triasima Portfolio Management's Lincoln National position peaked at $3.24M in Q1 2024.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Triasima Portfolio Management's 13F filing for Q2 2025, filed 23 Jul 2025.