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Roman Butler Fullerton & Co’s Lincoln National LNC Stock Holding History

Roman Butler Fullerton & Co’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
-6,610
Closed -$224K – 238
2024
Q4 		$224K Buy
6,610
+343
+5% +$11.4K 0.07% 213
2024
Q3 		$211K Buy
+6,267
New +$195K 0.06% 243

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

Roman Butler Fullerton & Co's LNC Position: Q1 2025 in Review

Roman Butler Fullerton & Co sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 6,610 shares — an estimated $224K sold.

Roman Butler Fullerton & Co first reported a position in LNC in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Roman Butler Fullerton & Co reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 6,610 Lincoln National shares in Q1 2025, an estimated $224K.
  • Roman Butler Fullerton & Co first reported a position in Lincoln National in Q3 2024 and held it in 2 quarters.
  • Roman Butler Fullerton & Co's Lincoln National position peaked at $224K in Q4 2024.
  • 569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2025, filed 21 Apr 2025.