LNC
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Lincoln National Corp’s M&T Bank MTB Stock Holding History

Lincoln National Corp’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,128
Closed -$746K – 751
2024
Q1 		$746K Sell
5,128
-674
-12% -$93.4K 0.01% 609
2023
Q4 		$795K Buy
5,802
+917
+19% +$115K 0.01% 514
2023
Q3 		$618K Sell
4,885
-43
-0.9% -$5.61K 0.01% 535
2023
Q2 		$610K Buy
4,928
+602
+14% +$72.8K 0.01% 531
2023
Q1 		$517K Buy
4,326
+990
+30% +$144K 0.01% 573
2022
Q4 		$484K Buy
3,336
+29
+0.9% +$4.77K 0.01% 545
2022
Q3 		$584K Buy
3,307
+133
+4% +$23.5K 0.01% 452
2022
Q2 		$506K Buy
3,174
+1,085
+52% +$182K 0.01% 478
2022
Q1 		$354K Buy
2,089
+317
+18% +$55.9K 0.01% 665
2021
Q4 		$272K Sell
1,772
-176
-9% -$27K 0.01% 750
2021
Q3 		$291K Buy
1,948
+78
+4% +$10.8K 0.01% 695
2021
Q2 		$272K Buy
1,870
+189
+11% +$29.5K 0.01% 705
2021
Q1 		$255K Buy
1,681
+3
+0.2% +$442 0.01% 678
2020
Q4 		$214K Buy
+1,678
New +$191K 0.01% 688
2020
Q2 		– Sell
-4,048
Closed -$419K – 663
2020
Q1 		$419K Sell
4,048
-242
-6% -$35.6K 0.02% 369
2019
Q4 		$728K Buy
4,290
+113
+3% +$18.3K 0.02% 319
2019
Q3 		$660K Buy
+4,177
New +$657K 0.02% 296
2018
Q4 		– Sell
-1,249
Closed -$205K – 507
2018
Q3 		$205K Buy
+1,249
New +$217K 0.01% 447
2018
Q1 		– Sell
-1,638
Closed -$280K – 572
2017
Q4 		$280K Buy
+1,638
New +$272K 0.01% 515

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Lincoln National Corp sold out of M&T Bank (MTB) in Q2 2024, closing a stake of 5,128 shares — an estimated $746K sold.

Lincoln National Corp first reported a position in MTB in Q4 2017 and held it in 19 quarters. The position peaked at $795K in Q4 2023. 921 funds tracked by Wall St. Rank hold MTB as of Q2 2024.

  • Lincoln National Corp reported no remaining M&T Bank position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 5,128 M&T Bank shares in Q2 2024, an estimated $746K.
  • Lincoln National Corp first reported a position in M&T Bank in Q4 2017 and held it in 19 quarters.
  • Lincoln National Corp's M&T Bank position peaked at $795K in Q4 2023.
  • 921 funds tracked by Wall St. Rank held M&T Bank as of Q2 2024.

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