UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in LNC — Lincoln National Corp
CIK 1463217
IRVING, TX
Position in LNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$524,134
-$4,674 QoQ
Shares Held
14,827
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#290
of 614 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,310,548 across 9 Insurance - Life names. LNC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
147,699 | $12,496,812 | |
| 2 | AFL |
Aflac Inc
|
30,544 | $3,581,284 | |
| 3 | PRU |
Prudential Financial Inc
|
12,861 | $1,388,087 | |
| 4 | UNM |
Unum Group
|
15,085 | $1,348,599 | |
| 5 | GL |
Globe Life Inc.
|
4,879 | $871,779 | |
| 6 | LNC |
Lincoln National Corp
This page
|
14,827 | $524,134 | |
| 7 | MFC |
Manulife Financial Corp
|
11,835 | $479,435 | |
| 8 | PUK |
Prudential PLC
|
15,316 | $410,621 |
All Filings in LNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,134 | 14,827 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $528,808 | 14,896 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $735,947 | 16,527 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $673,309 | 16,695 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $551,697 | 15,945 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $587,236 | 16,353 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $553,022 | 17,440 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $587,346 | 18,640 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $607,476 | 19,533 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $687,708 | 21,538 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $645,661 | 23,940 | Shares | Defined | 2024-02-14 | |
| 2022-06-30 | $211,400 | 4,520 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $241,309 | 3,692 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $365,464 | 5,354 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $397,031 | 5,775 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $203,538 | 3,239 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $247,834 | 3,980 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $263,725 | 5,242 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||