SYM Financial Corp
LNC icon

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
Q3 		$294K Buy
7,312
+218
+3% +$9.3K 0.02% 291
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SYM Financial Corp's LNC Position: Q3 2026 in Review

SYM Financial Corp increased its Lincoln National (LNC) stake by 3.1% in Q3 2026, buying an estimated $9.3K and bringing the position to 7,312 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #291.

SYM Financial Corp first reported a position in LNC in Q1 2020 and has held it in 21 quarters since. The position peaked at $466K in Q4 2020. 330 funds tracked by Wall St. Rank hold LNC as of Q3 2026.

  • SYM Financial Corp held 7,312 shares of Lincoln National worth $294K as of Q3 2026.
  • SYM Financial Corp bought 218 Lincoln National shares in Q3 2026, an estimated $9.3K.
  • Lincoln National made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #291 holding.
  • SYM Financial Corp first reported a position in Lincoln National in Q1 2020 and has held it in 21 quarters since.
  • SYM Financial Corp's Lincoln National position peaked at $466K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Lincoln National as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.