Union Savings Bank’s Lincoln National LNC Stock Holding History

Union Savings Bank’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	–	Sell	-171	Closed	-$6.14K	–	297
2025 Q1	$6.14K	Buy	+171	New	+$6.07K	﹤0.01%	279

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

Union Savings Bank's LNC Position: Q2 2025 in Review

Union Savings Bank sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 171 shares — an estimated $6.14K sold.

Union Savings Bank first reported a position in LNC in Q1 2025 and held it in 1 quarter. The position peaked at $6.14K in Q1 2025. 566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

Union Savings Bank reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
Union Savings Bank sold 171 Lincoln National shares in Q2 2025, an estimated $6.14K.
Union Savings Bank first reported a position in Lincoln National in Q1 2025 and held it in 1 quarter.
Union Savings Bank's Lincoln National position peaked at $6.14K in Q1 2025.
566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.