Global Financial Private Client’s Lincoln National LNC Stock Holding History

Global Financial Private Client’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	-33	Closed	-$1.19K	–	992
2025 Q1	$1.19K	Buy	33 +24	+267%	+$851	﹤0.01%	1018
2024 Q4	$285	Buy	+9	New	+$300	﹤0.01%	1140
2023 Q2	–	Sell	-25	Closed	-$559	–	693
2023 Q1	$559	Hold	25	–	–	﹤0.01%	647
2022 Q4	$768	Hold	25	–	–	﹤0.01%	622
2022 Q3	$1.14K	Hold	25	–	–	﹤0.01%	568
2022 Q2	$1.19K	Hold	25	–	–	﹤0.01%	555
2022 Q1	$1.64K	Hold	25	–	–	﹤0.01%	548
2021 Q4	$1.71K	Hold	25	–	–	﹤0.01%	535
2021 Q3	$1.75K	Hold	25	–	–	﹤0.01%	485
2021 Q2	$1.61K	Hold	25	–	–	﹤0.01%	494
2021 Q1	$1.57K	Hold	25	–	–	﹤0.01%	462
2020 Q4	$1.26K	Buy	+25	New	+$1.06K	﹤0.01%	459

Other funds holding LNC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Global Financial Private Client's LNC Position: Q2 2025 in Review

Global Financial Private Client sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 33 shares — an estimated $1.19K sold.

Global Financial Private Client first reported a position in LNC in Q4 2020 and held it in 12 quarters. The position peaked at $1.75K in Q3 2021. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Global Financial Private Client reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 33 Lincoln National shares in Q2 2025, an estimated $1.19K.
Global Financial Private Client first reported a position in Lincoln National in Q4 2020 and held it in 12 quarters.
Global Financial Private Client's Lincoln National position peaked at $1.75K in Q3 2021.
567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.