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Steward Financial Group’s Lincoln National LNC Stock Holding History

Steward 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
2023
Q3 		$2K Buy
+84
New +$2.2K ﹤0.01% 1008
2022
Q3 		– Sell
-6
Closed – – 771
2022
Q2 		$0 Buy
+6
New +$342 ﹤0.01% 1190

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's LNC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Lincoln National (LNC) in Q3 2023: 84 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LNC as recently as Q2 2022.

Steward Financial Group first reported a position in LNC in Q2 2022 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold LNC as of Q3 2023.

  • Steward Financial Group held 84 shares of Lincoln National worth $2K as of Q3 2023.
  • Lincoln National was a new Steward Financial Group position in Q3 2023.
  • Lincoln National made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1008 holding.
  • Steward Financial Group first reported a position in Lincoln National in Q2 2022 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Lincoln National as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.