SOUTHERN MICHIGAN BANK & TRUST

Bank

Position in LNC — Lincoln National Corp

CIK 1173227 COLDWATER, MI

Position in LNC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$55,322

-$5,915 QoQ

Shares Held

1,565

-9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#469

of 614 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SOUTHERN MICHIGAN BANK & TRUST holds $288,411 across 4 Insurance - Life names. LNC ranks #4 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	970	$104,692
2	MFC	Manulife Financial Corp	1,650	$66,841
3	AFL	Aflac Inc	525	$61,556
4	LNC	Lincoln National Corp This page	1,565	$55,322

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,322	1,565	-9.3%	Shares	Sole	2026-07-21
2026-03-31	$61,237	1,725	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.