LNC
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Lincoln National Corp’s LPL Financial LPLA Stock Holding History

Lincoln National Corp’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,563
Closed -$413K – 688
2024
Q1 		$413K Buy
1,563
+157
+11% +$39.6K 0.01% 828
2023
Q4 		$320K Sell
1,406
-371
-21% -$83.4K 0.01% 851
2023
Q3 		$422K Sell
1,777
-164
-8% -$38.1K 0.01% 654
2023
Q2 		$422K Buy
1,941
+136
+8% +$27.2K 0.01% 663
2023
Q1 		$365K Sell
1,805
-212
-11% -$48.5K 0.01% 699
2022
Q4 		$436K Sell
2,017
-8,926
-82% -$2.09M 0.01% 571
2022
Q3 		$2.39M Buy
10,943
+1,621
+17% +$345K 0.06% 185
2022
Q2 		$1.72M Buy
+9,322
New +$1.77M 0.04% 235

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Lincoln National Corp sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 1,563 shares — an estimated $413K sold.

Lincoln National Corp first reported a position in LPLA in Q2 2022 and held it in 8 quarters. The position peaked at $2.39M in Q3 2022. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Lincoln National Corp reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,563 LPL Financial shares in Q2 2024, an estimated $413K.
  • Lincoln National Corp first reported a position in LPL Financial in Q2 2022 and held it in 8 quarters.
  • Lincoln National Corp's LPL Financial position peaked at $2.39M in Q3 2022.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

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