BFA
LNC icon

Bragg Financial Advisors’s Lincoln National LNC Stock Holding History

Bragg Financial Advisors’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
2022
Q3 		– Sell
-5,797
Closed -$271K – 295
2022
Q2 		$271K Hold
5,797
– – 0.02% 271
2022
Q1 		$379K Sell
5,797
-250
-4% -$17.1K 0.02% 264
2021
Q4 		$416K Hold
6,047
– – 0.03% 239
2021
Q3 		$416K Buy
6,047
+2,554
+73% +$167K 0.03% 239
2021
Q2 		$220K Buy
3,493
+144
+4% +$9.51K 0.01% 293
2021
Q1 		$209K Sell
3,349
-1,296
-28% -$71.6K 0.01% 289
2020
Q4 		$234K Buy
+4,645
New +$197K 0.02% 266
2020
Q3 		– Sell
-7,932
Closed -$292K – 273
2020
Q2 		$292K Buy
+7,932
New +$279K 0.03% 229

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return