LNC
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Lincoln National Corp’s Towne Bank TOWN Stock Holding History

Lincoln National Corp’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,900
Closed -$418K – 1039
2024
Q1 		$418K Buy
14,900
+3
+0% +$83 0.01% 820
2023
Q4 		$443K Buy
14,897
+2,608
+21% +$67.6K 0.01% 723
2023
Q3 		$282K Buy
12,289
+4
+0% +$96 0.01% 817
2023
Q2 		$286K Buy
+12,285
New +$295K 0.01% 812
2016
Q3 		– Sell
-34,975
Closed -$757K – 302
2016
Q2 		$757K Buy
34,975
+186
+0.5% +$3.9K 0.04% 132
2016
Q1 		$668K Sell
34,789
-1,028
-3% -$19K 0.05% 132
2015
Q4 		$717K Buy
35,817
+1,383
+4% +$29.2K 0.06% 102
2015
Q3 		$639K Sell
34,434
-550
-2% -$9.85K 0.05% 105
2015
Q2 		$594K Sell
34,984
-29,314
-46% -$476K 0.04% 109
2015
Q1 		$1.03M Buy
64,298
+424
+0.7% +$6.56K 0.08% 78
2014
Q4 		$966K Buy
63,874
+5,822
+10% +$85.8K 0.08% 70
2014
Q3 		$788K Buy
+58,052
New +$860K 0.08% 74

Other funds holding TOWN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Lincoln National Corp sold out of Towne Bank (TOWN) in Q2 2024, closing a stake of 14,900 shares — an estimated $418K sold.

Lincoln National Corp first reported a position in TOWN in Q3 2014 and held it in 12 quarters. The position peaked at $1.03M in Q1 2015. 202 funds tracked by Wall St. Rank hold TOWN as of Q2 2024.

  • Lincoln National Corp reported no remaining Towne Bank position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 14,900 Towne Bank shares in Q2 2024, an estimated $418K.
  • Lincoln National Corp first reported a position in Towne Bank in Q3 2014 and held it in 12 quarters.
  • Lincoln National Corp's Towne Bank position peaked at $1.03M in Q1 2015.
  • 202 funds tracked by Wall St. Rank held Towne Bank as of Q2 2024.

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