Lincoln National Corp’s First Citizens BancShares FCNCA Stock Holding History

Lincoln National Corp’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-293	Closed	-$478K	–	363
2024 Q1	$478K	Buy	293 +16	+6%	+$24.1K	0.01%	766
2023 Q4	$393K	Buy	277 +7	+3%	+$9.83K	0.01%	759
2023 Q3	$373K	Buy	+270	New	+$371K	0.01%	700
2019 Q2	–	Sell	-1,000	Closed	-$407K	–	566
2019 Q1	$407K	Buy	+1,000	New	+$415K	0.02%	330

Other funds holding FCNCA

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Lincoln National Corp's FCNCA Position: Q2 2024 in Review

Lincoln National Corp sold out of First Citizens BancShares (FCNCA) in Q2 2024, closing a stake of 293 shares — an estimated $478K sold.

Lincoln National Corp first reported a position in FCNCA in Q1 2019 and held it in 4 quarters. The position peaked at $478K in Q1 2024. 573 funds tracked by Wall St. Rank hold FCNCA as of Q2 2024.

Lincoln National Corp reported no remaining First Citizens BancShares position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 293 First Citizens BancShares shares in Q2 2024, an estimated $478K.
Lincoln National Corp first reported a position in First Citizens BancShares in Q1 2019 and held it in 4 quarters.
Lincoln National Corp's First Citizens BancShares position peaked at $478K in Q1 2024.
573 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.