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Wipfli Financial Advisors’s Lincoln National LNC Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$158K Buy
+3,600
New +$173K 0.01% 530

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wipfli Financial Advisors's LNC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lincoln National (LNC) in Q3 2022: 3,600 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings.

617 funds tracked by Wall St. Rank hold LNC as of Q3 2022.

  • Wipfli Financial Advisors held 3,600 shares of Lincoln National worth $158K as of Q3 2022.
  • Lincoln National was a new Wipfli Financial Advisors position in Q3 2022.
  • Lincoln National made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #530 holding.
  • 617 funds tracked by Wall St. Rank held Lincoln National as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.