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Putney Financial Group’s Lincoln National LNC Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-400
Closed -$13.8K – 192
2025
Q2 		$13.8K Hold
400
– – 0.01% 195
2025
Q1 		$14.4K Hold
400
– – 0.02% 176
2024
Q4 		$12.7K Buy
+400
New +$13.3K 0.01% 206

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Putney Financial Group's LNC Position: Q3 2025 in Review

Putney Financial Group sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 400 shares — an estimated $13.8K sold.

Putney Financial Group first reported a position in LNC in Q4 2024 and held it in 3 quarters. The position peaked at $14.4K in Q1 2025. 605 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Putney Financial Group reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 400 Lincoln National shares in Q3 2025, an estimated $13.8K.
  • Putney Financial Group first reported a position in Lincoln National in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Lincoln National position peaked at $14.4K in Q1 2025.
  • 605 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.