LGT Financial Advisors’s Lincoln National LNC Stock Holding History

LGT 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 Q3	–	Sell	-5	Closed	-$173	–	538
2025 Q2	$173	Buy	+5	New	+$164	﹤0.01%	536

Other funds holding LNC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LGT Financial Advisors's LNC Position: Q3 2025 in Review

LGT Financial Advisors sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 5 shares — an estimated $173 sold.

LGT Financial Advisors first reported a position in LNC in Q2 2025 and held it in 1 quarter. The position peaked at $173 in Q2 2025. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

LGT Financial Advisors reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 5 Lincoln National shares in Q3 2025, an estimated $173.
LGT Financial Advisors first reported a position in Lincoln National in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Lincoln National position peaked at $173 in Q2 2025.
604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.