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Raleigh Capital Management’s Lincoln National LNC Stock Holding History

Raleigh Capital Management’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
-165
Closed -$5.23K – 832
2024
Q4 		$5.23K Sell
165
-25
-13% -$833 ﹤0.01% 700
2024
Q3 		$5.99K Sell
190
-10
-5% -$312 ﹤0.01% 675
2024
Q2 		$6.22K Hold
200
– – ﹤0.01% 644
2024
Q1 		$6.39K Buy
200
+135
+208% +$3.73K ﹤0.01% 620
2023
Q4 		$1.75K Buy
+65
New +$1.56K ﹤0.01% 883

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

Raleigh Capital Management's LNC Position: Q1 2025 in Review

Raleigh Capital Management sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 165 shares — an estimated $5.23K sold.

Raleigh Capital Management first reported a position in LNC in Q4 2023 and held it in 5 quarters. The position peaked at $6.39K in Q1 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Raleigh Capital Management reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 165 Lincoln National shares in Q1 2025, an estimated $5.23K.
  • Raleigh Capital Management first reported a position in Lincoln National in Q4 2023 and held it in 5 quarters.
  • Raleigh Capital Management's Lincoln National position peaked at $6.39K in Q1 2024.
  • 569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.