Captrust Financial Advisors reports 61.69% increase in ownership of LNC / Lincoln National Corporation

링컨 내셔널 코퍼레이션

US ˙ NYSE ˙ US5341871094

Security	LNC / Lincoln National Corporation
Institution	Captrust Financial Advisors
Latest Disclosed Ownership	101,155 shares
Latest Disclosed Value	$ 3,590,989

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 101,155 shares of Lincoln National Corporation (US:LNC) valued at $3,591,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 62,562 shares of Lincoln National Corporation. This represents a change in shares of 61.69% during the quarter. The current value of the position is $3,514,125 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	101,155	38,593	61.69	3,591	28.90	0.0062
2026-02-17	2025-12-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	62,562	11,443	22.39	2,786	35.13	0.0053
2025-11-19	2025-09-30	13F	LINCOLN NATL CORP IND COM	Stock	534187109	51,119	-669	-1.29	2,062	15.08	0.0042
2025-08-15	2025-06-30	13F	LINCOLN NATL CORP IND COM	Stock	534187109	51,788	9,080	21.26	1,792	16.83	0.0040
2025-05-15	2025-03-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	42,708	2,493	6.20	1,534	20.24	0.0038
2025-02-14	2024-12-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	40,215	-3,108	-7.17	1,275	-6.59	0.0036
2024-11-14	2024-09-30	13F	LINCOLN NATL CORP IND COM	Stock	534187109	43,323	-9,766	-18.40	1,365	-17.32	0.0040
2024-08-15	2024-06-30	13F	LINCOLN NATL CORP IND COM	Stock	534187109	53,089	1,581	3.07	1,651	0.43	0.0053
2024-05-15	2024-03-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	51,508	-43,793	-45.95	1,645	-36.03	0.0060
2024-02-14	2023-12-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	95,301	18,083	23.42	2,570	54.91	0.0088
2023-11-15	2023-09-30	13F	LINCOLN NATL CORP IND COM	Stock	534187109	77,218	1,797	2.38	1,660	-14.57	0.0063
2023-08-15	2023-06-30	13F	LINCOLN NATL CORP IND COM	Stock	534187109	75,421	9,974	15.24	1,943	32.11	0.0077
2023-05-15	2023-03-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	65,447	1,707	2.68	1,471	-24.92	0.0065
2023-02-15	2022-12-31	13F	LINCOLN NATL CORP IND COM	Stock	534187109	63,740	-9,444	-12.90	1,958	-39.08	0.0099
2022-11-16	2022-09-30	13F	LINCOLN NATL CORP IND COM	ETF	534187109	73,184	21,737	42.25	3,214	33.58	0.0187
2022-08-23	2022-06-30	13F/A-1	LINCOLN NATL CORP IND COM	Common Stock	534187109	51,447	-6,262	-10.85	2,406	-36.21	0.0155
2022-08-16	2022-06-30	13F	LINCOLN NATL CORP IND COM	COM	534187109	60,909	3,200		2,849		0.0207
2022-05-16	2022-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	57,709	6,407	12.49	3,772	7.71	0.0244
2022-02-14	2021-12-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	51,302	1,745	3.52	3,502	2.79	0.0240
2021-11-16	2021-09-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	49,557	9,295	23.09	3,407	34.66	0.0283
2021-08-16	2021-06-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	40,262	236	0.59	2,530	1.52	0.0236
2021-05-17	2021-03-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	40,026	1,063	2.73	2,492	27.14	0.0270
2021-02-16	2020-12-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	38,963	3,672	10.40	1,960	74.22	0.0260
2020-11-17	2020-09-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	35,291	-17,376	-32.99	1,125	-38.39	0.0187
2020-08-14	2020-06-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	52,667	10,457	24.77	1,826	81.33	0.0301
2020-05-15	2020-03-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	42,210	-12,984	-23.52	1,007	-69.47	0.0222
2020-02-14	2019-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	55,194	51,032	1,226.14	3,298	1,213.94	0.0520
2019-11-14	2019-09-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	4,162	31	0.75	251	-5.64	0.0088
2019-08-13	2019-06-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	4,131	0	0.00	266	9.92	0.0098
2019-05-15	2019-03-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	4,131	-13	-0.31	242	13.62	0.0098
2019-02-13	2018-12-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	4,144	58	1.42	213	-22.83	0.0114
2018-11-15	2018-09-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	4,086	1,637	66.84	276	81.58	0.0123
2018-08-13	2018-06-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	2,449	435	21.60	152	6.29	0.0084
2018-05-15	2018-03-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	2,014	-14,842	-88.05	143	-88.97	0.0088
2018-02-14	2017-12-31	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	16,856	4,819	40.03	1,296	44.80	0.0784
2018-02-16	2017-09-30	13F/A-1	LINCOLN NATL CORP IND COM	Common Stock	534187109	12,037	-1,769	-12.81	895	-4.07	0.0679
2017-11-13	2017-09-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	14,294	488		1,050		0.1014
2017-11-13	2017-06-30	13F/A-1	LINCOLN NATL CORP IND COM	Common Stock	534187109	13,806	13,806		933		0.1166
2017-08-10	2017-06-30	13F	LINCOLN NATL CORP IND COM	Common Stock	534187109	29,014			1,961		0.1680

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.