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SYM Financial Corp’s Lincoln National LNC Stock Holding History

SYM Financial Corp’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
2026
Q1 		$234K Sell
6,588
-124
-2% -$4.76K 0.02% 280
2025
Q4 		$299K Buy
6,712
+55
+0.8% +$2.29K 0.03% 227
2025
Q3 		$268K Buy
6,657
+165
+3% +$6.38K 0.03% 242
2025
Q2 		$225K Sell
6,492
-662
-9% -$21.7K 0.03% 284
2025
Q1 		$257K Buy
7,154
+400
+6% +$14.2K 0.03% 202
2024
Q4 		$214K Sell
6,754
-846
-11% -$28.2K 0.03% 221
2024
Q3 		$239K Sell
7,600
-169
-2% -$5.27K 0.03% 145
2024
Q2 		$242K Buy
+7,769
New +$235K 0.04% 123
2022
Q4 		– Sell
-6,170
Closed -$271K – 124
2022
Q3 		$271K Hold
6,170
– – 0.13% 46
2022
Q2 		$289K Hold
6,170
– – 0.14% 41
2022
Q1 		$403K Hold
6,170
– – 0.17% 28
2021
Q4 		$421K Hold
6,170
– – 0.16% 23
2021
Q3 		$424K Hold
6,170
– – 0.25% 20
2021
Q2 		$388K Hold
6,170
– – 0.22% 22
2021
Q1 		$384K Sell
6,170
-3,086
-33% -$171K 0.22% 20
2020
Q4 		$466K Sell
9,256
-481
-5% -$20.4K 0.34% 13
2020
Q3 		$305K Hold
9,737
– – 0.23% 17
2020
Q2 		$358K Hold
9,737
– – 0.29% 16
2020
Q1 		$256K Buy
+9,737
New +$462K 0.26% 21

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's LNC Position: Q1 2026 in Review

SYM Financial Corp reduced its Lincoln National (LNC) stake by 1.8% in Q1 2026, selling an estimated $4.76K and leaving 6,588 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #280.

SYM Financial Corp first reported a position in LNC in Q1 2020 and has held it in 19 quarters since. The position peaked at $466K in Q4 2020. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • SYM Financial Corp held 6,588 shares of Lincoln National worth $234K as of Q1 2026.
  • SYM Financial Corp sold 124 Lincoln National shares in Q1 2026, an estimated $4.76K.
  • Lincoln National made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #280 holding.
  • SYM Financial Corp first reported a position in Lincoln National in Q1 2020 and has held it in 19 quarters since.
  • SYM Financial Corp's Lincoln National position peaked at $466K in Q4 2020.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.