Forvis Mazars Wealth Advisors, LLC

Position in LNC — Lincoln National Corp

CIK 1352864 Springfield, MO

Position in LNC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$298,919

-$1,269 QoQ

Shares Held

8,456

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#354

of 614 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $5,505,463 across 5 Insurance - Life names. LNC ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	26,040	$2,327,976
2	MET	Metlife Inc	24,959	$2,111,780
3	PRU	Prudential Financial Inc	4,896	$528,425
4	LNC	Lincoln National Corp This page	8,456	$298,919
5	JXN	Jackson Financial Inc.	2,328	$238,363

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,919	8,456	0.0%	Shares	Sole	2026-08-10
2026-03-31	$300,188	8,456	-23.7%	Shares	Sole	2026-05-01
2025-12-31	$493,347	11,079	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$447,380	11,093	-0.1%	Shares	Sole	2025-10-30
2025-06-30	$384,371	11,109	0.0%	Shares	Sole	2025-07-29
2025-03-31	$398,924	11,109	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$355,120	11,199	+3.1%	Shares	Sole	2025-02-04
2024-09-30	$342,230	10,861	+0.0%	Shares	Sole	2024-11-14
2024-06-30	$337,652	10,857	-1.9%	Shares	Sole	2024-08-09
2024-03-31	$353,433	11,069	+208.1%	Shares	Sole	2024-04-19
2022-03-31	$234,838	3,593	-11.4%	Shares	Sole	2022-05-10
2021-12-31	$276,930	4,057	-6.6%	Shares	Sole	2022-01-14
2021-09-30	$298,581	4,343	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.