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Lincoln National Corporation shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 202k 31.51
2023-12-31 $203k 7.5k 26.97
2022-03-31 $263k 4.0k 65.46
2021-12-31 $278k 4.1k 68.10

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Lincoln National Corporation

Vanguard Group
BlackRock
State Street Corporation
Massachusetts Financial Services
Citadel Advisors
Geode Capital Management
Principal Financial Group
Dimensional Fund Advisors
Northern Trust
LSV Asset Management
Two Sigma Advisers
Hsbc Holdings
Charles Schwab Investment Management
Bank of New York Mellon
Invesco

View all funds holding Lincoln National Corporation