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Vaughan David Investments’s Lincoln National LNC Stock Holding History

Vaughan David Investments’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
Q3 		– Sell
-6,289
Closed -$218K – 232
2025
Q2 		$218K Hold
6,289
– – ﹤0.01% 222
2025
Q1 		$226K Buy
+6,289
New +$223K 0.01% 202

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vaughan David Investments's LNC Position: Q3 2025 in Review

Vaughan David Investments sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 6,289 shares — an estimated $218K sold.

Vaughan David Investments first reported a position in LNC in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q1 2025. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Vaughan David Investments reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Vaughan David Investments sold 6,289 Lincoln National shares in Q3 2025, an estimated $218K.
  • Vaughan David Investments first reported a position in Lincoln National in Q1 2025 and held it in 2 quarters.
  • Vaughan David Investments's Lincoln National position peaked at $226K in Q1 2025.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Vaughan David Investments's 13F filing for Q3 2025, filed 29 Oct 2025.