Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,253
-$2,335 QoQ
Shares Held
11,068
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#319
of 614 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $13,181,348 across 10 Insurance - Life names. LNC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
59,662 | $6,995,369 | |
| 2 | MET |
Metlife Inc
|
18,746 | $1,586,099 | |
| 3 | PRU |
Prudential Financial Inc
|
10,754 | $1,160,679 | |
| 4 | UNM |
Unum Group
|
12,808 | $1,145,035 | |
| 5 | PRI |
Primerica, Inc.
|
2,294 | $651,954 | |
| 6 | GL |
Globe Life Inc.
|
3,226 | $576,421 | |
| 7 | LNC |
Lincoln National Corp
This page
|
11,068 | $391,253 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
4,462 | $282,444 |
All Filings in LNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,253 | 11,068 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $393,588 | 11,087 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $417,201 | 9,369 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $430,361 | 10,671 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $350,359 | 10,126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $359,207 | 10,003 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $321,571 | 10,141 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $370,872 | 11,770 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $402,993 | 12,958 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $402,445 | 12,604 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $335,668 | 12,446 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $432,346 | 17,511 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $316,822 | 12,299 | Shares | Sole | 2023-08-03 | |
| 2022-06-30 | $262,520 | 5,613 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $335,688 | 5,136 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $371,334 | 5,440 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $217,112 | 3,455 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $214,644 | 3,447 | Shares | Sole | 2021-06-16 | |
| No filing history on record for this holder in this stock. | ||||||