TwinBeech Capital’s Lincoln National LNC Stock Holding History

TwinBeech 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
2025 Q2	–	Sell	-89,417	Closed	-$3.21M	–	849
2025 Q1	$3.21M	Sell	89,417 -283,342	-76%	-$10.1M	0.06%	320
2024 Q4	$11.8M	Buy	372,759 +126,590	+51%	+$4.22M	0.2%	145
2024 Q3	$7.76M	Buy	246,169 +220,096	+844%	+$6.86M	0.15%	172
2024 Q2	$811K	Buy	+26,073	New	+$789K	0.02%	420
2024 Q1	–	Sell	-48,466	Closed	-$1.31M	–	733
2023 Q4	$1.31M	Sell	48,466 -24,051	-33%	-$578K	0.02%	458
2023 Q3	$1.79M	Buy	+72,517	New	+$1.9M	0.03%	422
2023 Q1	–	Sell	-363,933	Closed	-$11.2M	–	765
2022 Q4	$11.2M	Buy	363,933 +334,843	+1,151%	+$13.3M	0.21%	133
2022 Q3	$1.28M	Buy	29,090 +15,622	+116%	+$752K	0.03%	410
2022 Q2	$630K	Buy	+13,468	New	+$768K	0.03%	400
2020 Q3	–	Sell	-28,085	Closed	-$1.03M	–	517
2020 Q2	$1.03M	Buy	+28,085	New	+$988K	0.23%	143

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TwinBeech Capital's LNC Position: Q2 2025 in Review

TwinBeech Capital sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 89,417 shares — an estimated $3.21M sold.

TwinBeech Capital first reported a position in LNC in Q2 2020 and held it in 10 quarters. The position peaked at $11.8M in Q4 2024. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

TwinBeech Capital reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 89,417 Lincoln National shares in Q2 2025, an estimated $3.21M.
TwinBeech Capital first reported a position in Lincoln National in Q2 2020 and held it in 10 quarters.
TwinBeech Capital's Lincoln National position peaked at $11.8M in Q4 2024.
567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.