Verition Fund Management’s Lincoln National LNC Stock Holding History

Verition Fund 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
2026 Q1	–	Sell	-101,724	Closed	-$3.91M	–	3009
2025 Q4	$4.53M	Sell	101,724 -3,182	-3%	-$133K	0.02%	952
2025 Q3	$4.23M	Sell	104,906 -3,012	-3%	-$116K	0.02%	1326
2025 Q2	$3.73M	Sell	107,918 -56,238	-34%	-$1.84M	0.02%	1414
2025 Q1	$5.89M	Buy	164,156 +72,172	+78%	+$2.56M	0.03%	730
2024 Q4	$2.92M	Buy	91,984 +16,288	+22%	+$543K	0.01%	1287
2024 Q3	$2.39M	Buy	75,696 +22,707	+43%	+$708K	0.01%	1314
2024 Q2	$1.65M	Sell	52,989 -8,181	-13%	-$247K	0.01%	1377
2024 Q1	$1.95M	Buy	61,170 +46,691	+322%	+$1.29M	0.01%	1225
2023 Q4	$390K	Sell	14,479 -21,617	-60%	-$520K	﹤0.01%	1643
2023 Q3	$891K	Buy	36,096 +13,374	+59%	+$350K	0.01%	1146
2023 Q2	$585K	Sell	22,722 -13,884	-38%	-$305K	0.01%	1150
2023 Q1	$823K	Buy	36,606 +19,633	+116%	+$584K	0.01%	1027
2022 Q4	$521K	Sell	16,973 -13,008	-43%	-$516K	0.01%	1221
2022 Q3	$1.32M	Buy	29,981 +18,487	+161%	+$890K	0.01%	1197
2022 Q2	$538K	Buy	+11,494	New	+$655K	0.01%	1405
2021 Q2	–	Sell	-13,527	Closed	-$842K	–	2028
2021 Q1	$842K	Buy	+13,527	New	+$748K	0.01%	655
2020 Q3	–	Sell	-51,313	Closed	-$1.89M	–	1247
2020 Q2	$1.89M	Buy	+51,313	New	+$1.81M	0.06%	233
2019 Q3	–	Sell	-4,313	Closed	-$278K	–	1204
2019 Q2	$278K	Sell	4,313 -16,840	-80%	-$1.08M	0.01%	866
2019 Q1	$1.24M	Buy	+21,153	New	+$1.25M	0.05%	335
2018 Q4	–	Sell	-17,648	Closed	-$1.19M	–	1078
2018 Q3	$1.19M	Sell	17,648 -178	-1%	-$11.7K	0.04%	497
2018 Q2	$1.11M	Buy	17,826 +9,437	+112%	+$646K	0.07%	364
2018 Q1	$613K	Sell	8,389 -5,519	-40%	-$433K	0.05%	558
2017 Q4	$1.07M	Buy	13,908 +3,188	+30%	+$241K	0.1%	230
2017 Q3	$788K	Buy	+10,720	New	+$756K	0.06%	381
2017 Q2	–	Sell	-10,867	Closed	-$711K	–	1128
2017 Q1	$711K	Sell	10,867 -2,031	-16%	-$139K	0.07%	393
2016 Q4	$855K	Buy	12,898 +5,874	+84%	+$342K	0.07%	327
2016 Q3	$330K	Sell	7,024 -9,791	-58%	-$438K	0.04%	728
2016 Q2	$652K	Sell	16,815 -4,359	-21%	-$185K	0.08%	292
2016 Q1	$830K	Buy	21,174 +11,045	+109%	+$431K	0.13%	171
2015 Q4	$509K	Sell	10,129 -1,031	-9%	-$54K	0.1%	195
2015 Q3	$530K	Buy	+11,160	New	+$598K	0.14%	193
2014 Q2	–	Sell	-5,477	Closed	-$278K	–	731
2014 Q1	$278K	Buy	+5,477	New	+$275K	0.04%	294
2013 Q4	–	Sell	-12,311	Closed	-$517K	–	611
2013 Q3	$517K	Sell	12,311 -5,689	-32%	-$240K	0.08%	207
2013 Q2	$656K	Buy	+18,000	New	+$614K	0.12%	164

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Verition Fund Management's LNC Position: Q1 2026 in Review

Verition Fund Management sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 101,724 shares — an estimated $3.91M sold.

Verition Fund Management first reported a position in LNC in Q2 2013 and held it in 34 quarters. The position peaked at $5.89M in Q1 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Verition Fund Management reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
Verition Fund Management sold 101,724 Lincoln National shares in Q1 2026, an estimated $3.91M.
Verition Fund Management first reported a position in Lincoln National in Q2 2013 and held it in 34 quarters.
Verition Fund Management's Lincoln National position peaked at $5.89M in Q1 2025.
615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.