ATLAS CAPITAL ADVISORS INC.

Position in LNC — Lincoln National Corp

CIK 1434165 JACKSON, WY

Position in LNC

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

Position Value

$38,814

-$165 QoQ

Shares Held

1,098

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#479

of 614 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $3,555,046 across 8 Insurance - Life names. LNC ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	11,429	$1,021,752
2	GL	Globe Life Inc.	5,127	$916,092
3	MET	Metlife Inc	10,656	$901,604
4	MFC	Manulife Financial Corp	10,852	$439,614
5	PRI	Primerica, Inc.	659	$187,287
6	PRU	Prudential Financial Inc	397	$42,848
7	LNC	Lincoln National Corp This page	1,098	$38,814
8	AFL	Aflac Inc	60	$7,035

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,814	1,098	0.0%	Shares	Sole	2026-08-13
2026-03-31	$38,979	1,098	-62.7%	Shares	Sole	2026-05-11
2025-12-31	$131,229	2,947	+131.1%	Shares	Sole	2026-02-13
2025-06-30	$44,115	1,275	-93.5%	Shares	Sole	2025-08-12
2025-03-31	$707,606	19,705	+4083.7%	Shares	Sole	2025-05-12
2024-12-31	$14,935	471	-75.9%	Shares	Sole	2025-02-12
2024-09-30	$61,665	1,957	-82.8%	Shares	Sole	2024-11-05
2024-06-30	$354,633	11,403	+71168.8%	Shares	Sole	2024-07-30
2022-12-31	$491	16	0.0%	Shares	Sole	2023-02-15
2022-09-30	$702	16	0.0%	Shares	Sole	2022-11-08
2022-06-30	$748	16	-99.3%	Shares	Sole	2022-08-16
2022-03-31	$145,622	2,228	-3.9%	Shares	Sole	2022-05-11
2021-12-31	$158,226	2,318	+9.0%	Shares	Sole	2022-02-01
2021-09-30	$146,162	2,126	+13187.5%	Shares	Sole	2021-10-28
2021-06-30	$1,005	16	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.