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Pinnacle Wealth Advisors’s Lincoln National LNC Stock Holding History

Pinnacle Wealth Advisors’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
2021
Q2 		$1.42M Buy
+22,596
New +$1.49M 0.06% 187

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Advisors's LNC Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Lincoln National (LNC) in Q2 2021: 22,596 shares worth $1.42M. The stake represents 0.06% of the portfolio and ranks #187 among its holdings.

618 funds tracked by Wall St. Rank hold LNC as of Q2 2021.

  • Pinnacle Wealth Advisors held 22,596 shares of Lincoln National worth $1.42M as of Q2 2021.
  • Lincoln National was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Lincoln National made up 0.06% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #187 holding.
  • 618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.