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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 – 1848
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atria Wealth Solutions's LNC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 11,948 shares — an estimated $429K sold.

Atria Wealth Solutions first reported a position in LNC in Q1 2022 and held it in 7 quarters. The position peaked at $1.1M in Q3 2022. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,948 Lincoln National shares in Q2 2025, an estimated $429K.
  • Atria Wealth Solutions first reported a position in Lincoln National in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Lincoln National position peaked at $1.1M in Q3 2022.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.