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PSI Advisors’s Lincoln National LNC Stock Holding History

PSI 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
2025
Q1 		– Sell
-220
Closed -$6.97K – 860
2024
Q4 		$6.97K Buy
220
+2
+0.9% +$67 ﹤0.01% 578
2024
Q3 		$6.84K Buy
218
+3
+1% +$94 ﹤0.01% 603
2024
Q2 		$6.67K Buy
215
+4
+2% +$121 ﹤0.01% 584
2024
Q1 		$6.73K Buy
211
+3
+1% +$83 ﹤0.01% 544
2023
Q4 		$5.59K Buy
208
+5
+2% +$120 ﹤0.01% 606
2023
Q3 		$5.02K Buy
203
+3
+2% +$78 ﹤0.01% 592
2023
Q2 		$5.15K Buy
+200
New +$4.39K ﹤0.01% 585

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PSI Advisors's LNC Position: Q1 2025 in Review

PSI Advisors sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 220 shares — an estimated $6.97K sold.

PSI Advisors first reported a position in LNC in Q2 2023 and held it in 7 quarters. The position peaked at $6.97K in Q4 2024. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • PSI Advisors reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 220 Lincoln National shares in Q1 2025, an estimated $6.97K.
  • PSI Advisors first reported a position in Lincoln National in Q2 2023 and held it in 7 quarters.
  • PSI Advisors's Lincoln National position peaked at $6.97K in Q4 2024.
  • 570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.