Position in LNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$227,795
+$11,671 QoQ
Shares Held
6,444
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026ASSETMARK, INC holds $137,211,571 across 15 Insurance - Life names. LNC ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
816,744 | $95,763,234 | |
| 2 | MFC |
Manulife Financial Corp
|
421,735 | $17,084,484 | |
| 3 | JXN |
Jackson Financial Inc.
|
120,518 | $12,339,838 | |
| 4 | PUK |
Prudential PLC
|
245,676 | $6,586,573 | |
| 5 | MET |
Metlife Inc
|
23,343 | $1,975,051 | |
| 6 | UNM |
Unum Group
|
13,250 | $1,184,550 | |
| 7 | PRI |
Primerica, Inc.
|
3,498 | $994,131 | |
| 8 | PRU |
Prudential Financial Inc
|
6,304 | $680,390 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,795 | 6,444 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $216,124 | 6,088 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $227,103 | 5,100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $253,635 | 6,289 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $186,874 | 5,401 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $184,326 | 5,133 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $186,454 | 5,880 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $185,719 | 5,894 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $182,588 | 5,871 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $80,527 | 2,522 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $79,804 | 2,959 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $65,058 | 2,635 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $71,741 | 2,785 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $54,894 | 2,443 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $28,354 | 923 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $40,528 | 923 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $43,168 | 923 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $60,327 | 923 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,413 | 929 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $63,868 | 929 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,459 | 1,169 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $77,837 | 1,250 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $65,101 | 1,294 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $143,836 | 4,591 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $761,111 | 20,688 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $933,859 | 35,481 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||