Yousif Capital Management’s Lincoln National LNC Stock Holding History

Yousif Capital 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 Q2	$1.75M	Sell	49,493 -248	-0.5%	-$8.92K	0.02%	753
2026 Q1	$1.77M	Sell	49,741 -115	-0.2%	-$4.42K	0.02%	732
2025 Q4	$1.98M	Sell	49,856 -7,254	-13%	-$302K	0.02%	708
2025 Q3	$2.3M	Sell	57,110 -11,970	-17%	-$463K	0.02%	641
2025 Q2	$2.39M	Buy	69,080 +757	+1%	+$24.8K	0.03%	636
2025 Q1	$2.45M	Sell	68,323 -1,528	-2%	-$54.2K	0.03%	601
2024 Q4	$2.21M	Sell	69,851 -1,486	-2%	-$49.5K	0.02%	696
2024 Q3	$2.25M	Sell	71,337 -2,806	-4%	-$87.5K	0.02%	704
2024 Q2	$2.31M	Sell	74,143 -9,919	-12%	-$300K	0.03%	688
2024 Q1	$2.68M	Sell	84,062 -7,771	-8%	-$215K	0.03%	648
2023 Q4	$2.48M	Buy	91,833 +535	+0.6%	+$12.9K	0.03%	672
2023 Q3	$2.25M	Buy	91,298 +57,546	+170%	+$1.5M	0.03%	670
2023 Q2	$869K	Buy	33,752 +2,515	+8%	+$55.2K	0.01%	1226
2023 Q1	$702K	Sell	31,237 -694	-2%	-$20.6K	0.01%	1325
2022 Q4	$981K	Buy	31,931 +1,551	+5%	+$61.6K	0.01%	1164
2022 Q3	$1.33M	Sell	30,380 -660	-2%	-$31.8K	0.02%	1018
2022 Q2	$1.45M	Sell	31,040 -1,695	-5%	-$96.7K	0.02%	1016
2022 Q1	$2.14M	Sell	32,735 -545	-2%	-$37.2K	0.02%	885
2021 Q4	$2.27M	Buy	+33,280	New	+$2.35M	0.02%	888

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

Yousif Capital Management's LNC Position: Q2 2026 in Review

Yousif Capital Management reduced its Lincoln National (LNC) stake by 0.5% in Q2 2026, selling an estimated $8.92K and leaving 49,493 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #753.

Yousif Capital Management first reported a position in LNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.68M in Q1 2024. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Yousif Capital Management held 49,493 shares of Lincoln National worth $1.75M as of Q2 2026.
Yousif Capital Management sold 248 Lincoln National shares in Q2 2026, an estimated $8.92K.
Lincoln National made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #753 holding.
Yousif Capital Management first reported a position in Lincoln National in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Lincoln National position peaked at $2.68M in Q1 2024.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.