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Riverview Trust Company’s Lincoln National LNC Stock Holding History

Riverview 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
-688
Closed -$24.7K – 419
2025
Q1 		$24.7K Hold
688
– – 0.02% 351
2024
Q4 		$21.8K Hold
688
– – 0.02% 426
2024
Q3 		$21.7K Hold
688
– – 0.02% 435
2024
Q2 		$21.4K Hold
688
– – 0.02% 404
2024
Q1 		$22K Buy
+688
New +$19K 0.02% 434
2023
Q4 		– Sell
-688
Closed -$17K – 397
2023
Q3 		$17K Hold
688
– – 0.02% 452
2023
Q2 		$17.7K Buy
+688
New +$15.1K 0.02% 417
2022
Q4 		– Sell
-268
Closed -$12K – 803
2022
Q3 		$12K Buy
+268
New +$12.9K 0.01% 599

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Riverview Trust Company sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 688 shares — an estimated $24.7K sold.

Riverview Trust Company first reported a position in LNC in Q3 2022 and held it in 8 quarters. The position peaked at $24.7K in Q1 2025. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Riverview Trust Company reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 688 Lincoln National shares in Q2 2025, an estimated $24.7K.
  • Riverview Trust Company first reported a position in Lincoln National in Q3 2022 and held it in 8 quarters.
  • Riverview Trust Company's Lincoln National position peaked at $24.7K in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.