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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return