XTX Topco’s Lincoln National LNC Stock Holding History

XTX Topco’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 Q4	–	Sell	-10,561	Closed	-$426K	–	3586
2025 Q3	$426K	Buy	+10,561	New	+$408K	0.02%	1197
2024 Q4	–	Sell	-8,740	Closed	-$275K	–	2658
2024 Q3	$275K	Sell	8,740 -29,709	-77%	-$926K	0.02%	1244
2024 Q2	$1.2M	Buy	+38,449	New	+$1.16M	0.1%	295
2024 Q1	–	Sell	-9,756	Closed	-$263K	–	2118
2023 Q4	$263K	Buy	+9,756	New	+$235K	0.06%	733
2023 Q3	–	Sell	-11,399	Closed	-$294K	–	1805
2023 Q2	$294K	Buy	+11,399	New	+$250K	0.05%	741
2022 Q4	–	Sell	-14,420	Closed	-$633K	–	1336
2022 Q3	$633K	Buy	14,420 +6,776	+89%	+$326K	0.16%	154
2022 Q2	$358K	Buy	7,644 +977	+15%	+$55.7K	0.15%	214
2022 Q1	$436K	Buy	+6,667	New	+$456K	0.19%	172
2021 Q4	–	Sell	-8,108	Closed	-$557K	–	860
2021 Q3	$557K	Sell	8,108 -102	-1%	-$6.66K	0.19%	160
2021 Q2	$516K	Buy	8,210 +4,312	+111%	+$285K	0.17%	161
2021 Q1	$243K	Buy	+3,898	New	+$215K	0.12%	395

Other funds holding LNC

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

Bain Capital Prairie Boston, Massachusetts $666M AUM

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

T. Rowe Price Associates

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

First Trust Advisors

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

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

Jennison Associates

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