AWS
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Atria Wealth Solutions’s Lincoln National LNC Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-11,948
Closed -$429K – 1726
2025
Q1 		$429K Sell
11,948
-1,183
-9% -$42K 0.01% 1271
2024
Q4 		$416K Sell
13,131
-6,801
-34% -$227K ﹤0.01% 1368
2024
Q3 		$628K Buy
19,932
+11,341
+132% +$354K 0.01% 1129
2024
Q2 		$267K Buy
+8,591
New +$260K ﹤0.01% 1582
2023
Q3 		– Sell
-7,937
Closed -$204K – 1929
2023
Q2 		$204K Buy
+7,937
New +$174K ﹤0.01% 1686
2022
Q4 		– Sell
-25,035
Closed -$1.1M – 1850
2022
Q3 		$1.1M Buy
+25,035
New +$1.21M 0.02% 688
2022
Q2 		– Sell
-14,936
Closed -$976K – 1781
2022
Q1 		$976K Buy
+14,936
New +$1.02M 0.02% 748

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return