Congress Wealth Management’s Lincoln National LNC Stock Holding History

Congress Wealth Management’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	$6.91M	Buy	199,783 +98,876	+98%	+$3.23M	0.07%	323
2025 Q1	$3.62M	Buy	100,907 +102	+0.1%	+$3.62K	0.04%	375
2024 Q4	$3.2M	Sell	100,805 -101,535	-50%	-$3.38M	0.04%	345
2024 Q3	$6.38M	Buy	202,340 +79,350	+65%	+$2.47M	0.09%	263
2024 Q2	$3.82M	Buy	+122,990	New	+$3.72M	0.06%	280
2024 Q1	–	Sell	-7,518	Closed	-$203K	–	615
2023 Q4	$203K	Buy	+7,518	New	+$181K	﹤0.01%	593
2022 Q2	–	Sell	-4,018	Closed	-$263K	–	594
2022 Q1	$263K	Sell	4,018 -64	-2%	-$4.37K	0.01%	536
2021 Q4	$278K	Buy	+4,082	New	+$288K	0.01%	550

Other funds holding LNC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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