CI INVESTMENTS INC.

Position in LNC — Lincoln National Corp

CIK 1163648 TORONTO, Z4

Position in LNC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,809,968

-$562,957 QoQ

Shares Held

136,067

-10.1% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#101

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $39,337,982 across 6 Insurance - Life names. LNC ranks #6 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	62,953	$7,381,239
2	MET	Metlife Inc	85,880	$7,266,306
3	GL	Globe Life Inc.	40,142	$7,172,572
4	UNM	Unum Group	73,186	$6,542,828
5	PRU	Prudential Financial Inc	57,121	$6,165,069
6	LNC	Lincoln National Corp This page	136,067	$4,809,968

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,809,968	136,067	-10.1%	Shares	Sole	2026-08-13
2026-03-31	$5,372,925	151,350	-6.6%	Shares	Sole	2026-05-13
2025-12-31	$7,213,815	161,999	-10.6%	Shares	Sole	2026-02-12
2025-09-30	$7,307,876	181,202	-6.7%	Shares	Sole	2025-11-12
2025-06-30	$6,721,188	194,254	+3.7%	Shares	Sole	2025-08-12
2025-03-31	$6,725,871	187,298	-5.3%	Shares	Sole	2025-05-13
2024-12-31	$6,270,874	197,757	-9.5%	Shares	Sole	2025-02-12
2024-09-30	$6,881,815	218,401	-2.7%	Shares	Sole	2024-11-12
2024-06-30	$6,982,012	224,502	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$7,271,961	227,747	+31.7%	Shares	Sole	2024-05-13
2023-12-31	$4,665,351	172,983	-11.5%	Shares	Sole	2024-02-12
2023-09-30	$4,826,376	195,479	-13.6%	Shares	Sole	2023-11-13
2023-06-30	$5,825,392	226,141	-7.1%	Shares	Sole	2023-08-11
2023-03-31	$5,468,658	243,376	+118.1%	Shares	Sole	2023-05-12
2022-12-31	$3,427,461	111,571	-34.8%	Shares	Sole	2023-02-10
2022-09-30	$7,519,367	171,245	+5.4%	Shares	Sole	2022-11-14
2022-06-30	$7,599,516	162,487	-2.9%	Shares	Sole	2022-08-12
2022-03-31	$10,941,198	167,399	-1.4%	Shares	Sole	2022-05-12
2021-12-31	$11,591,435	169,813	+10.5%	Shares	Sole	2022-02-11
2021-09-30	$10,565,843	153,685	+6.9%	Shares	Sole	2021-11-12
2021-06-30	$9,037,900	143,824	+14.7%	Shares	Sole	2021-08-13
2021-03-31	$7,808,658	125,400	+25.3%	Shares	Sole	2021-05-13
2020-12-31	$5,035,376	100,087	-5.1%	Shares	Sole	2021-02-09
2020-09-30	$3,303,811	105,452	-2.3%	Shares	Sole	2020-11-09
2020-06-30	$3,970,855	107,933	-58.3%	Shares	Sole	2020-08-07
2020-03-31	$6,811,984	258,814	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.