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Versor Investments’s Lincoln National LNC Stock Holding History

Versor Investments’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
-15,000
Closed -$668K – 337
2025
Q4 		$668K Sell
15,000
-14,183
-49% -$591K 0.1% 239
2025
Q3 		$1.18M Sell
29,183
-7,745
-21% -$300K 0.22% 74
2025
Q2 		$1.28M Sell
36,928
-36,172
-49% -$1.18M 0.23% 104
2025
Q1 		$2.63M Buy
73,100
+49,200
+206% +$1.75M 0.43% 23
2024
Q4 		$758K Buy
23,900
+15,684
+191% +$523K 0.13% 233
2024
Q3 		$259K Buy
+8,216
New +$256K 0.04% 635
2022
Q4 		– Sell
-5,301
Closed -$233K – 861
2022
Q3 		$233K Hold
5,301
– – 0.01% 686
2022
Q2 		$248K Buy
+5,301
New +$302K 0.01% 687
2021
Q4 		– Sell
-11,129
Closed -$765K – 603
2021
Q3 		$765K Buy
11,129
+2,275
+26% +$149K 0.02% 154
2021
Q2 		$556K Sell
8,854
-1,025
-10% -$67.7K 0.02% 130
2021
Q1 		$615K Buy
+9,879
New +$546K 0.04% 111
2020
Q4 		– Sell
-8,800
Closed -$276K – 204
2020
Q3 		$276K Sell
8,800
-5,600
-39% -$200K 0.02% 224
2020
Q2 		$530K Buy
+14,400
New +$507K 0.05% 78
2019
Q4 		– Sell
-8,900
Closed -$537K – 340
2019
Q3 		$537K Sell
8,900
-21,100
-70% -$1.26M 0.04% 215
2019
Q2 		$1.93M Buy
+30,000
New +$1.92M 0.13% 98

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Versor Investments's LNC Position: Q1 2026 in Review

Versor Investments sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 15,000 shares — an estimated $668K sold.

Versor Investments first reported a position in LNC in Q2 2019 and held it in 15 quarters. The position peaked at $2.63M in Q1 2025. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Versor Investments reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 15,000 Lincoln National shares in Q1 2026, an estimated $668K.
  • Versor Investments first reported a position in Lincoln National in Q2 2019 and held it in 15 quarters.
  • Versor Investments's Lincoln National position peaked at $2.63M in Q1 2025.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.