Plancorp, LLC reports 0.10% decrease in ownership of LNC / Lincoln National Corporation

Lincoln National Corporation

US ˙ NYSE ˙ US5341871094

Security	LNC / Lincoln National Corporation
Institution	Plancorp, LLC
Latest Disclosed Ownership	6,045 shares
Latest Disclosed Value	$ 206,735

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 6,045 shares of Lincoln National Corporation (US:LNC) valued at $214,598 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,051 shares of Lincoln National Corporation. This represents a change in shares of -0.10% during the quarter. The current value of the position is $205,772 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 (%)
2026-04-14	2026-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	6,045	-6	-0.10	207	-23.42	0.0059
2026-02-05	2025-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	6,051	5	0.08	269	10.70	0.0081
2025-10-15	2025-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	6,046	-2,237	-27.01	244	-15.03	0.0076
2025-07-16	2025-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,283	-2	-0.02	287	-3.70	0.0099
2025-05-15	2025-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,285	38	0.46	298	13.79	0.0118
2025-02-11	2024-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,247	11	0.13	262	0.77	0.0107
2024-11-12	2024-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,236	6	0.07	260	1.57	0.0106
2024-08-09	2024-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,230	10	0.12	256	-2.67	0.0111
2024-05-15	2024-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,220	123	1.52	262	20.18	0.0114
2024-02-09	2023-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,097	-34	-0.42	218	9.00	0.0105
2023-11-08	2023-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,131	16	0.20	201	-4.31	0.0107
2023-07-26	2023-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,115	8,115		209		0.0113
2023-05-11	2023-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	0	-7,837	-100.00	0	-100.00
2023-02-14	2022-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	7,837	-231	-2.86	241	-32.20	0.0142
2022-11-10	2022-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,068	119	1.50	354	-4.84	0.0236
2022-08-04	2022-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	7,949	-57	-0.71	372	-28.87	0.0234
2022-05-13	2022-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,006	-38	-0.47	523	-4.74	0.0340
2022-02-11	2021-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,044	61	0.76	549	0.00	0.0348
2021-11-15	2021-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	7,983	35	0.44	549	10.02	0.0379
2021-08-13	2021-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	7,948	0	0.00	499	0.81	0.0391
2021-05-14	2021-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	7,948	0	0.00	495	23.75	0.1091
2021-02-09	2020-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	7,948	-488	-5.78	400	51.52	0.0986
2020-11-16	2020-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,436	0	0.00	264	-14.84	0.0801
2020-08-11	2020-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,436	161	1.95	310	42.20	0.0934
2020-05-14	2020-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,275	0	0.00	218	-55.33	0.0844
2020-02-03	2019-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,275	0	0.00	488	-2.20	0.1495
2019-11-12	2019-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,275	-94	-1.12	499	-7.42	0.1904
2019-08-13	2019-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,369	0	0.00	539	9.78	0.2134
2019-05-14	2019-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,369	94	1.14	491	15.53	0.1860
2019-02-14	2018-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	8,275	0	0.00	425	-24.11	0.1929
2018-11-13	2018-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,275	0	0.00	560	8.74	0.2204
2018-08-14	2018-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	8,275	-850	-9.32	515	-22.67	0.2057
2018-04-16	2018-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	9,125	0	0.00	666	-5.13	0.2129
2018-01-19	2017-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	9,125	-365	-3.85	702	0.86	0.2290
2017-10-11	2017-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	9,490	0	0.00	696	8.41	0.2056
2017-07-25	2017-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	9,490	0	0.00	642	3.38	0.1907
2017-05-12	2017-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	9,490	0	0.00	621	-1.27	0.1812
2017-02-14	2016-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	9,490	-944	-9.05	629	28.37	0.1791
2016-11-08	2016-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	10,434	10,434	0.00	490		0.3115
2016-08-04	2016-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	0	-5,517	-100.00	0	-100.00
2016-05-16	2016-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	5,517	0	0.00	216	-22.02	0.2589
2016-02-09	2015-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	5,517	0	0.00	277	5.73	0.3309
2015-11-13	2015-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	5,517	0	0.00	262	-19.88	0.2375
2015-08-14	2015-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	5,517	0	0.00	327	3.15	0.3034
2015-05-14	2015-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	5,517	0	0.00	317	-0.31	0.3155
2015-02-06	2014-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	5,517	-8,417	-60.41	318	-57.43	0.3323
2014-11-12	2014-09-30	13F	LINCOLN NATL CORP IND	COM	534187109	13,934	3,564	34.37	747	39.89	0.7852
2014-08-11	2014-06-30	13F	LINCOLN NATL CORP IND	COM	534187109	10,370	-2,614	-20.13	534	-18.97	0.4799
2014-05-08	2014-03-31	13F	LINCOLN NATL CORP IND	COM	534187109	12,984	0	0.00	659	-1.79	0.4473
2014-02-11	2013-12-31	13F	LINCOLN NATL CORP IND	COM	534187109	12,984	12,984		671		0.5886

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.