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Legend Financial Advisors’s Lincoln National LNC Stock Holding History

Legend 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
2025
Q1 		– Sell
-51
Closed -$1.62K – 153
2024
Q4 		$1.62K Buy
+51
New +$1.7K ﹤0.01% 203
2024
Q3 		– Sell
-51
Closed -$1.59K – 229
2024
Q2 		$1.59K Buy
+51
New +$1.54K ﹤0.01% 237

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's LNC Position: Q1 2025 in Review

Legend Financial Advisors sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 51 shares — an estimated $1.62K sold.

Legend Financial Advisors first reported a position in LNC in Q2 2024 and held it in 2 quarters. The position peaked at $1.62K in Q4 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Legend Financial Advisors reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 51 Lincoln National shares in Q1 2025, an estimated $1.62K.
  • Legend Financial Advisors first reported a position in Lincoln National in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Lincoln National position peaked at $1.62K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.