Waterloo Capital’s Lincoln National LNC Stock Holding History

Waterloo 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
2026 Q1	$3.47M	Buy	97,764 +592	+0.6%	+$22.7K	0.24%	95
2025 Q4	$4.33M	Sell	97,172 -12,782	-12%	-$532K	0.31%	76
2025 Q3	$4.43M	Buy	109,954 +2,645	+2%	+$102K	0.33%	73
2025 Q2	$3.71M	Sell	107,309 -83	-0.1%	-$2.71K	0.3%	79
2025 Q1	$3.86M	Buy	107,392 +4,713	+5%	+$167K	0.36%	73
2024 Q4	$3.26M	Buy	102,679 +5,230	+5%	+$174K	0.34%	77
2024 Q3	$3.07M	Sell	97,449 -11,778	-11%	-$367K	0.34%	75
2024 Q2	$3.4M	Buy	109,227 +9,390	+9%	+$284K	0.41%	62
2024 Q1	$3.19M	Buy	99,837 +29,291	+42%	+$809K	0.41%	62
2023 Q4	$1.9M	Buy	+70,546	New	+$1.7M	0.31%	79

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Waterloo Capital's LNC Position: Q1 2026 in Review

Waterloo Capital increased its Lincoln National (LNC) stake by 0.61% in Q1 2026, buying an estimated $22.7K and bringing the position to 97,764 shares worth $3.47M. The position accounts for 0.24% of the portfolio, ranked #95.

Waterloo Capital first reported a position in LNC in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.43M in Q3 2025. 613 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

Waterloo Capital held 97,764 shares of Lincoln National worth $3.47M as of Q1 2026.
Waterloo Capital bought 592 Lincoln National shares in Q1 2026, an estimated $22.7K.
Lincoln National made up 0.24% of Waterloo Capital's portfolio in Q1 2026, its #95 holding.
Waterloo Capital first reported a position in Lincoln National in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's Lincoln National position peaked at $4.43M in Q3 2025.
613 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.