Position in LNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,890,797
+$299,795 QoQ
Shares Held
110,065
+8.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#109
of 616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $146,517,604 across 12 Insurance - Life names. LNC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
616,516 | $72,286,501 | |
| 2 | MET |
Metlife Inc
|
348,732 | $29,506,214 | |
| 3 | UNM |
Unum Group
|
269,039 | $24,052,086 | |
| 4 | PRU |
Prudential Financial Inc
|
62,463 | $6,741,631 | |
| 5 | GL |
Globe Life Inc.
|
23,399 | $4,180,933 | |
| 6 | LNC |
Lincoln National Corp
This page
|
110,065 | $3,890,797 | |
| 7 | MFC |
Manulife Financial Corp
|
67,552 | $2,736,531 | |
| 8 | PRI |
Primerica, Inc.
|
4,417 | $1,255,311 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,890,797 | 110,065 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,591,002 | 101,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,785,885 | 62,562 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,061,629 | 51,119 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,791,864 | 51,788 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,533,644 | 42,708 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,275,217 | 40,215 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,365,107 | 43,323 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,651,067 | 53,089 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,644,650 | 51,508 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,570,267 | 95,301 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,906,512 | 77,218 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,942,844 | 75,421 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,470,594 | 65,447 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,958,092 | 63,740 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,213,509 | 73,184 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,406,176 | 51,447 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,771,860 | 57,709 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,501,874 | 51,302 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,407,043 | 49,557 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,530,064 | 40,262 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,492,419 | 40,026 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,960,228 | 38,963 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,105,667 | 35,291 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,937,618 | 52,667 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,110,967 | 42,210 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||