Position in LNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,020,086
-$2,197,150 QoQ
Shares Held
366,763
+7.3% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 95.38999261155597.ToString("F0")%
Shared 0.ToString("F0")%
None 4.610007388444037.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $103,708,278 across 10 Insurance - Life names. LNC ranks #5 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
815,597 | $28,089,160 | |
| 2 | JXN |
Jackson Financial Inc.
|
159,100 | $16,820,052 | |
| 3 | MET |
Metlife Inc
|
211,981 | $14,991,296 | |
| 4 | PRU |
Prudential Financial Inc
|
139,046 | $13,583,403 | |
| 5 | LNC |
Lincoln National Corp
This page
|
366,763 | $13,020,086 | |
| 6 | AFL |
Aflac Inc
|
99,480 | $10,913,950 | |
| 7 | UNM |
Unum Group
|
45,144 | $3,296,866 | |
| 8 | PRI |
Primerica, Inc.
|
7,079 | $1,773,147 |
All Filings in LNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,020,086 | 366,763 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,217,236 | 341,730 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,566,747 | 311,598 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $633,664 | 18,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $701,322 | 19,530 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $445,335 | 14,044 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||