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Lincoln National Corporation shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Lincoln National Corporation (LNC) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Lincoln National Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lincoln National Corporation held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lincoln National Corporation by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 95k 26.97
2023-09-30 $1.9M 77k 24.69
2023-06-30 $1.9M 75k 25.76
2023-03-31 $1.5M 65k 22.47
2022-12-31 $2.0M 64k 30.72
2022-09-30 $3.2M 73k 43.92
2022-06-30 $2.8M 61k 46.77
2022-03-31 $3.8M 58k 65.36
2021-12-31 $3.5M 51k 68.26
2021-09-30 $3.4M 50k 68.75
2021-06-30 $2.5M 40k 62.84
2021-03-31 $2.5M 40k 62.26
2020-12-31 $2.0M 39k 50.30
2020-09-30 $1.1M 35k 31.88
2020-06-30 $1.8M 53k 34.67
2020-03-31 $1.0M 42k 23.86
2019-12-31 $3.3M 55k 59.75
2019-09-30 $251k 4.2k 60.31
2019-06-30 $266k 4.1k 64.39
2019-03-31 $242k 4.1k 58.58
2018-12-31 $213k 4.1k 51.40
2018-09-30 $276k 4.1k 67.55
2018-06-30 $152k 2.4k 62.07
2018-03-31 $143k 2.0k 71.00
2017-12-31 $1.3M 17k 76.89
2017-09-30 $1.1M 14k 73.46
2017-06-30 $933k 14k 67.58

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Lincoln National Corporation

Vanguard Group
Hsbc Holdings
Apollo Management Holdings
LSV Asset Management
Goldman Sachs Group
Bank of New York Mellon
Jacobs Levy Equity Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Norges Bank Investment Management
Citadel Advisors
Principal Financial Group
Voloridge Investment Management
Two Sigma Advisers
Two Sigma Investments

View all funds holding Lincoln National Corporation