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 Q2	$251K	Buy	7,094 +506	+8%	+$18.2K	0.02%	307
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 $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SYM Financial Corp's LNC Position: Q2 2026 in Review

SYM Financial Corp increased its Lincoln National (LNC) stake by 7.7% in Q2 2026, buying an estimated $18.2K and bringing the position to 7,094 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #307.

SYM Financial Corp first reported a position in LNC in Q1 2020 and has held it in 20 quarters since. The position peaked at $466K in Q4 2020. 618 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

SYM Financial Corp held 7,094 shares of Lincoln National worth $251K as of Q2 2026.
SYM Financial Corp bought 506 Lincoln National shares in Q2 2026, an estimated $18.2K.
Lincoln National made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #307 holding.
SYM Financial Corp first reported a position in Lincoln National in Q1 2020 and has held it in 20 quarters since.
SYM Financial Corp's Lincoln National position peaked at $466K in Q4 2020.
618 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.