Avantax Advisory Services’s Lincoln National LNC Stock Holding History

Avantax Advisory Services’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	$387K	Sell	11,174 -80	-0.7%	-$2.62K	﹤0.01%	1740
2025 Q1	$404K	Buy	11,254 +908	+9%	+$32.2K	﹤0.01%	1650
2024 Q4	$328K	Sell	10,346 -364	-3%	-$12.1K	﹤0.01%	1723
2024 Q3	$337K	Buy	10,710 +687	+7%	+$21.4K	﹤0.01%	1671
2024 Q2	$312K	Buy	+10,023	New	+$303K	﹤0.01%	1670
2023 Q4	–	Sell	-12,361	Closed	-$305K	–	1633
2023 Q3	$305K	Buy	12,361 +270	+2%	+$7.06K	﹤0.01%	1191
2023 Q2	$311K	Buy	12,091 +1,417	+13%	+$31.1K	﹤0.01%	1165
2023 Q1	$240K	Buy	10,674 +286	+3%	+$8.5K	﹤0.01%	1275
2022 Q4	$319K	Buy	10,388 +4,674	+82%	+$186K	﹤0.01%	1077
2022 Q3	$251K	Buy	5,714 +150	+3%	+$7.22K	﹤0.01%	1083
2022 Q2	$260K	Buy	5,564 +518	+10%	+$29.5K	﹤0.01%	1078
2022 Q1	$330K	Buy	5,046 +31	+0.6%	+$2.12K	﹤0.01%	955
2021 Q4	$342K	Buy	5,015 +28	+0.6%	+$1.98K	0.01%	918
2021 Q3	$342K	Sell	4,987 -169	-3%	-$11K	0.01%	867
2021 Q2	$324K	Sell	5,156 -496	-9%	-$32.7K	0.01%	870
2021 Q1	$352K	Sell	5,652 -132	-2%	-$7.29K	0.01%	743
2020 Q4	$291K	Sell	5,784 -7,360	-56%	-$313K	0.01%	734
2020 Q3	$410K	Sell	13,144 -26,756	-67%	-$955K	0.01%	881
2020 Q2	$1.47M	Buy	39,900 +943	+2%	+$33.2K	0.04%	276
2020 Q1	$1.03M	Buy	38,957 +17,973	+86%	+$853K	0.03%	297
2019 Q4	$1.24M	Buy	20,984 +2,339	+13%	+$138K	0.03%	295
2019 Q3	$1.13M	Buy	18,645 +10,364	+125%	+$620K	0.05%	192
2019 Q2	$534K	Buy	+8,281	New	+$529K	0.02%	285

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avantax Advisory Services's LNC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lincoln National (LNC) stake by 0.71% in Q2 2025, selling an estimated $2.62K and leaving 11,174 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Avantax Advisory Services first reported a position in LNC in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.47M in Q2 2020. 566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Avantax Advisory Services held 11,174 shares of Lincoln National worth $387K as of Q2 2025.
Avantax Advisory Services sold 80 Lincoln National shares in Q2 2025, an estimated $2.62K.
Lincoln National made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1740 holding.
Avantax Advisory Services first reported a position in Lincoln National in Q2 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Lincoln National position peaked at $1.47M in Q2 2020.
566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.