Tompkins Financial’s Lincoln National LNC Stock Holding History

Tompkins Financial’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 Q2	–	Sell	-3,900	Closed	-$87.6K	–	625
2023 Q1	$87.6K	Buy	+3,900	New	+$116K	0.01%	279
2017 Q4	–	Sell	-418	Closed	-$31K	–	425
2017 Q3	$31K	Buy	+418	New	+$29.5K	0.01%	259
2015 Q4	–	Sell	-1,320	Closed	-$63K	–	523
2015 Q3	$63K	Hold	1,320	–	–	0.02%	235
2015 Q2	$78K	Hold	1,320	–	–	0.02%	223
2015 Q1	$76K	Hold	1,320	–	–	0.02%	242
2014 Q4	$76K	Hold	1,320	–	–	0.02%	221
2014 Q3	$71K	Sell	1,320 -45	-3%	-$2.39K	0.02%	221
2014 Q2	$70K	Hold	1,365	–	–	0.02%	231
2014 Q1	$69K	Buy	1,365 +45	+3%	+$2.26K	0.02%	223
2013 Q4	$68K	Hold	1,320	–	–	0.02%	225
2013 Q3	$55K	Buy	+1,320	New	+$55.7K	0.02%	237

Other funds holding LNC

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Tompkins Financial's LNC Position: Q2 2023 in Review

Tompkins Financial sold out of Lincoln National (LNC) in Q2 2023, closing a stake of 3,900 shares — an estimated $87.6K sold.

Tompkins Financial first reported a position in LNC in Q3 2013 and held it in 11 quarters. The position peaked at $87.6K in Q1 2023. 494 funds tracked by Wall St. Rank hold LNC as of Q2 2023.

Tompkins Financial reported no remaining Lincoln National position as of Q2 2023 after selling out during the quarter.
Tompkins Financial sold 3,900 Lincoln National shares in Q2 2023, an estimated $87.6K.
Tompkins Financial first reported a position in Lincoln National in Q3 2013 and held it in 11 quarters.
Tompkins Financial's Lincoln National position peaked at $87.6K in Q1 2023.
494 funds tracked by Wall St. Rank held Lincoln National as of Q2 2023.

Based on Tompkins Financial's 13F filing for Q2 2023, filed 12 Jul 2023.