D.A. DAVIDSON & CO.

Position in LNC — Lincoln National Corp

CIK 1080107 GREAT FALLS, MT

Position in LNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$697,314

-$13,431 QoQ

Shares Held

19,726

-1.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#258

of 614 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $28,679,982 across 7 Insurance - Life names. LNC ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	132,358	$14,285,398
2	AFL	Aflac Inc	67,542	$7,919,299
3	MET	Metlife Inc	46,121	$3,902,297
4	PRI	Primerica, Inc.	2,768	$786,665
5	UNM	Unum Group	7,998	$715,021
6	LNC	Lincoln National Corp This page	19,726	$697,314
7	MFC	Manulife Financial Corp	9,232	$373,988

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,314	19,726	-1.5%	Shares	Sole	2026-07-24
2026-03-31	$710,745	20,021	-3.7%	Shares	Sole	2026-05-05
2025-12-31	$925,422	20,782	-3.2%	Shares	Sole	2026-01-29
2025-09-30	$865,804	21,468	-7.5%	Shares	Sole	2025-10-22
2025-06-30	$803,066	23,210	-5.8%	Shares	Sole	2025-07-30
2025-03-31	$885,145	24,649	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$783,173	24,698	-10.0%	Shares	Sole	2025-01-31
2024-09-30	$865,044	27,453	-9.4%	Shares	Sole	2024-11-13
2024-06-30	$942,050	30,291	-20.8%	Shares	Sole	2024-08-01
2024-03-31	$1,221,003	38,240	+11.3%	Shares	Sole	2024-05-13
2023-12-31	$926,877	34,367	-2.0%	Shares	Sole	2024-02-09
2023-09-30	$866,223	35,084	-7.6%	Shares	Sole	2023-11-08
2023-06-30	$978,519	37,986	+56.7%	Shares	Sole	2023-08-11
2023-03-31	$544,762	24,244	+227.0%	Shares	Sole	2023-04-25
2020-12-31	$373,048	7,415	+2.8%	Shares	Sole	2021-02-10
2020-09-30	$226,045	7,215	-4.0%	Shares	Sole	2020-11-02
2020-06-30	$276,476	7,515	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.