Position in LNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,487
+$176 QoQ
Shares Held
721
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#498
of 614 holders
Holding Since
Mar 2024
8 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, 2026MATHER GROUP, LLC. holds $18,348,097 across 11 Insurance - Life names. LNC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
142,605 | $16,720,436 | |
| 2 | MET |
Metlife Inc
|
7,034 | $595,146 | |
| 3 | PRU |
Prudential Financial Inc
|
4,012 | $433,015 | |
| 4 | UNM |
Unum Group
|
3,981 | $355,901 | |
| 5 | GL |
Globe Life Inc.
|
706 | $126,148 | |
| 6 | MFC |
Manulife Financial Corp
|
1,368 | $55,417 | |
| 7 | LNC |
Lincoln National Corp
This page
|
721 | $25,487 | |
| 8 | CNO |
CNO Financial Group, Inc.
|
367 | $18,709 |
All Filings in LNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,487 | 721 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $25,311 | 713 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $38,797 | 962 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $39,070 | 1,088 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $41,444 | 1,307 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $42,254 | 1,341 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $41,487 | 1,334 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $42,594 | 1,334 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||