Position in LNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$444,066
+$74,937 QoQ
Shares Held
12,562
+20.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 614 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $10,338,507 across 11 Insurance - Life names. LNC ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
23,428 | $2,746,933 | |
| 2 | MET |
Metlife Inc
|
21,942 | $1,856,512 | |
| 3 | PRU |
Prudential Financial Inc
|
10,129 | $1,093,222 | |
| 4 | MFC |
Manulife Financial Corp
|
20,267 | $821,016 | |
| 5 | UNM |
Unum Group
|
8,606 | $769,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,974 | $714,067 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
12,406 | $632,457 | |
| 8 | SNFCA |
Security National Financial Corp
|
67,087 | $619,115 |
All Filings in LNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,066 | 12,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $369,129 | 10,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $487,737 | 10,953 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $425,199 | 12,289 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $434,259 | 12,093 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,191 | 10,539 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,598 | 9,032 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||