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OneAscent Financial Services’s Lincoln National LNC Stock Holding History

OneAscent Financial Services’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,434
Closed -$204K – 509
2024
Q4 		$204K Buy
+6,434
New +$214K 0.02% 450

Other funds holding LNC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneAscent Financial Services's LNC Position: Q1 2025 in Review

OneAscent Financial Services sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 6,434 shares — an estimated $204K sold.

OneAscent Financial Services first reported a position in LNC in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • OneAscent Financial Services reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 6,434 Lincoln National shares in Q1 2025, an estimated $204K.
  • OneAscent Financial Services first reported a position in Lincoln National in Q4 2024 and held it in 1 quarter.
  • OneAscent Financial Services's Lincoln National position peaked at $204K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.