Position in LNC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$358,307
-$55,410 QoQ
Shares Held
10,136
-13.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#326
of 614 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 13%
Shared 87%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,349,220 across 12 Insurance - Life names. LNC ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,280 | $2,964,079 | |
| 2 | PRU |
Prudential Financial Inc
|
21,752 | $2,347,692 | |
| 3 | MET |
Metlife Inc
|
23,006 | $1,946,537 | |
| 4 | UNM |
Unum Group
|
19,879 | $1,777,182 | |
| 5 | MFC |
Manulife Financial Corp
|
25,108 | $1,017,124 | |
| 6 | PUK |
Prudential PLC
|
25,667 | $688,132 | |
| 7 | PRI |
Primerica, Inc.
|
2,370 | $673,554 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
8,543 | $540,771 |
All Filings in LNC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,307 | 10,136 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $413,717 | 11,654 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $437,061 | 9,815 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $395,838 | 9,815 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $304,999 | 8,815 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $306,671 | 8,540 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $270,042 | 8,516 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $268,339 | 8,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $264,847 | 8,516 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $271,915 | 8,516 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $229,676 | 8,516 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $214,185 | 8,675 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $220,737 | 8,569 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||