Petrus Trust Company’s Lincoln National LNC Stock Holding History

Petrus Trust Company’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 Q2	–	Sell	-16,124	Closed	-$579K	–	628
2025 Q1	$579K	Buy	16,124 +1,829	+13%	+$64.9K	0.05%	141
2024 Q4	$453K	Sell	14,295 -11,989	-46%	-$400K	0.04%	272
2024 Q3	$828K	Buy	+26,284	New	+$819K	0.08%	64
2022 Q4	–	Sell	-8,440	Closed	-$371K	–	522
2022 Q3	$371K	Buy	+8,440	New	+$406K	0.05%	46
2018 Q3	–	Sell	-4,392	Closed	-$273K	–	296
2018 Q2	$273K	Buy	+4,392	New	+$301K	0.06%	153
2017 Q2	–	Sell	-3,739	Closed	-$245K	–	200
2017 Q1	$245K	Buy	3,739 +469	+14%	+$32.1K	0.06%	132
2016 Q4	$217K	Buy	+3,270	New	+$190K	0.05%	149

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Petrus Trust Company's LNC Position: Q2 2025 in Review

Petrus Trust Company sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 16,124 shares — an estimated $579K sold.

Petrus Trust Company first reported a position in LNC in Q4 2016 and held it in 7 quarters. The position peaked at $828K in Q3 2024. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Petrus Trust Company reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 16,124 Lincoln National shares in Q2 2025, an estimated $579K.
Petrus Trust Company first reported a position in Lincoln National in Q4 2016 and held it in 7 quarters.
Petrus Trust Company's Lincoln National position peaked at $828K in Q3 2024.
567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.