Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

LNC

Lincoln National CorporationFinancial ServicesMkt Cap $7.6B

Distillfolio Position

2026-07-11

Long #20

Score +0.3655

Weight 3.6%

2026-04-10 → 2026-07-10

Analyst

Insider

BullishNeutralBearish

1 month

+11.0%

2 months

+15.6%

3 months

+17.5%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 31 funds

MARSHALL WACE, LLP
$43.7M → $825K
-$42.9M
AQR CAPITAL MANAGEMENT LLC
$54.1M → $32.4M
-$21.7M
D. E. Shaw & Co., Inc.
$893K → $21.8M
+$20.9M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$5.0M → $24.2M
+$19.3M
CITADEL ADVISORS LLC
$8.7M → $27.3M
+$18.6M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 55 managers

VANGUARD GROUP INC
$879.1M → exited
-$879.1M
BlackRock, Inc.
$826.2M → $656.7M
-$169.5M
FIRST TRUST ADVISORS LP
$213.0M → $75.6M
-$137.5M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$262.2M → $209.8M
-$52.4M
Allianz Asset Management GmbH
$38.7M → $7.1M
-$31.6M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 43 institutions

NORGES BANK
Bank
$101.1M → exited
-$101.1M
STATE STREET CORP
Bank
$262.5M → $209.1M
-$53.4M
MORGAN STANLEY
Bank
$180.9M → $131.1M
-$49.8M
NORTHERN TRUST CORP
Bank
$86.5M → $65.8M
-$20.8M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
Pension
$0.0M → $18.8M
+$18.8M

Analyst Ratings

2026-07-08 · 60d ·4 Bullish0 Bearish2 Neutral

Neutral
UBS
2026-07-08
Neutral
Bullish
Barclays
2026-07-06
Overweight
Bullish
Morgan Stanley
2026-05-21
Overweight
Bullish
Keefe, Bruyette & Woods
2026-05-13
Outperform
Bullish
Wells Fargo
2026-05-12
Overweight

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
+11.0%
3 months
from 2026-04-10
+17.5%
6 months
from 2026-01-08
-6.8%
9 months
from 2025-10-08
+4.3%
12 months
from 2025-07-10
+21.5%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
9.60M shares short
5.93d
+0.34d
2026-05-29
9.11M shares short
5.59d
+1.48d
2026-05-15
9.10M shares short
4.11d
-0.54d
2026-04-30
7.08M shares short
4.65d
+0.72d
2026-04-15
6.77M shares short
3.94d

Insider Transactions

2026-06-05 · 2 most recent transactions

SellGC
Beazer Craigt T
2026-06-05
$1.0M
SellVP
Woodroffe Sean
2026-06-01
$869K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF