LNC
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Lincoln National Corp’s SoFi Technologies SOFI Stock Holding History

Lincoln National Corp’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43,384
Closed -$317K – 970
2024
Q1 		$317K Sell
43,384
-1,271
-3% -$10.1K ﹤0.01% 937
2023
Q4 		$444K Buy
44,655
+2,947
+7% +$23.4K 0.01% 722
2023
Q3 		$333K Buy
41,708
+8,400
+25% +$73.9K 0.01% 743
2023
Q2 		$278K Buy
33,308
+2,615
+9% +$17K 0.01% 827
2023
Q1 		$186K Sell
30,693
-22,610
-42% -$137K ﹤0.01% 938
2022
Q4 		$246K Buy
53,303
+342
+0.6% +$1.7K 0.01% 793
2022
Q3 		$259K Buy
52,961
+812
+2% +$5.14K 0.01% 707
2022
Q2 		$275K Sell
52,149
-4,633
-8% -$31.3K 0.01% 688
2022
Q1 		$536K Buy
56,782
+1,668
+3% +$19.2K 0.01% 496
2021
Q4 		$871K Buy
55,114
+20,392
+59% +$374K 0.02% 375
2021
Q3 		$551K Buy
34,722
+16,875
+95% +$264K 0.01% 472
2021
Q2 		$342K Buy
+17,847
New +$331K 0.01% 616

Other funds holding SOFI

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
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Lincoln National Corp sold out of SoFi Technologies (SOFI) in Q2 2024, closing a stake of 43,384 shares — an estimated $317K sold.

Lincoln National Corp first reported a position in SOFI in Q2 2021 and held it in 12 quarters. The position peaked at $871K in Q4 2021. 592 funds tracked by Wall St. Rank hold SOFI as of Q2 2024.

  • Lincoln National Corp reported no remaining SoFi Technologies position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 43,384 SoFi Technologies shares in Q2 2024, an estimated $317K.
  • Lincoln National Corp first reported a position in SoFi Technologies in Q2 2021 and held it in 12 quarters.
  • Lincoln National Corp's SoFi Technologies position peaked at $871K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2024.

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