Lincoln National Corp’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-90,671	Closed	-$2.74M	–	1020
2024 Q1	$2.74M	Buy	90,671 +28,626	+46%	+$825K	0.04%	263
2023 Q4	$1.71M	Buy	+62,045	New	+$1.61M	0.03%	326

Other funds holding TCAF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

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

Lincoln National Corp sold out of T. Rowe Price Capital Appreciation Equity ETF (TCAF) in Q2 2024, closing a stake of 90,671 shares — an estimated $2.74M sold.

Lincoln National Corp first reported a position in TCAF in Q4 2023 and held it in 2 quarters. The position peaked at $2.74M in Q1 2024. 203 funds tracked by Wall St. Rank hold TCAF as of Q2 2024.

Lincoln National Corp reported no remaining T. Rowe Price Capital Appreciation Equity ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 90,671 T. Rowe Price Capital Appreciation Equity ETF shares in Q2 2024, an estimated $2.74M.
Lincoln National Corp first reported a position in T. Rowe Price Capital Appreciation Equity ETF in Q4 2023 and held it in 2 quarters.
Lincoln National Corp's T. Rowe Price Capital Appreciation Equity ETF position peaked at $2.74M in Q1 2024.
203 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Equity ETF as of Q2 2024.

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