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Transcendent Capital Group’s Lincoln National LNC Stock Holding History

Transcendent Capital Group’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
Q1 		– Sell
-1,084
Closed -$34.4K – 277
2024
Q4 		$34.4K Hold
1,084
– – 0.02% 227
2024
Q3 		$34.2K Hold
1,084
– – 0.02% 239
2024
Q2 		$33.7K Sell
1,084
-8,116
-88% -$246K 0.02% 221
2024
Q1 		$294K Buy
9,200
+7,902
+609% +$218K 0.17% 75
2023
Q4 		$35K Buy
+1,298
New +$31.2K 0.02% 178

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transcendent Capital Group's LNC Position: Q1 2025 in Review

Transcendent Capital Group sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 1,084 shares — an estimated $34.4K sold.

Transcendent Capital Group first reported a position in LNC in Q4 2023 and held it in 5 quarters. The position peaked at $294K in Q1 2024. 569 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Transcendent Capital Group reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,084 Lincoln National shares in Q1 2025, an estimated $34.4K.
  • Transcendent Capital Group first reported a position in Lincoln National in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's Lincoln National position peaked at $294K in Q1 2024.
  • 569 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.