Congress Wealth Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
Other funds holding LNC
Congress Wealth Management's LNC Position: Q2 2025 in Review
Congress Wealth Management increased its Lincoln National (LNC) stake by 98% in Q2 2025, buying an estimated $3.23M and bringing the position to 199,783 shares worth $6.91M. The position accounts for 0.07% of the portfolio, ranked #323.
Congress Wealth Management first reported a position in LNC in Q4 2021 and has held it in 8 quarters since. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.
- Congress Wealth Management held 199,783 shares of Lincoln National worth $6.91M as of Q2 2025.
- Congress Wealth Management bought 98,876 Lincoln National shares in Q2 2025, an estimated $3.23M.
- Lincoln National made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #323 holding.
- Congress Wealth Management first reported a position in Lincoln National in Q4 2021 and has held it in 8 quarters since.
- 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.