Talon Private Wealth’s Lincoln National LNC Stock Holding History

Talon Private Wealth’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 Q2	$12.5K	Buy	+360	New	+$11.8K	﹤0.01%	250

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Talon Private Wealth's LNC Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Lincoln National (LNC) in Q2 2025: 360 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Talon Private Wealth held 360 shares of Lincoln National worth $12.5K as of Q2 2025.
Lincoln National was a new Talon Private Wealth position in Q2 2025.
Lincoln National made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #250 holding.
566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.