Position in LNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,428
-$15 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 614 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,847,883 across 10 Insurance - Life names. LNC ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
70,310 | $5,948,929 | |
| 2 | UNM |
Unum Group
|
38,735 | $3,462,909 | |
| 3 | MFC |
Manulife Financial Corp
|
23,863 | $966,690 | |
| 4 | PRI |
Primerica, Inc.
|
629 | $178,761 | |
| 5 | AFL |
Aflac Inc
|
1,400 | $164,150 | |
| 6 | PRU |
Prudential Financial Inc
|
631 | $68,103 | |
| 7 | GL |
Globe Life Inc.
|
163 | $29,124 | |
| 8 | PUK |
Prudential PLC
|
955 | $25,603 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,428 | 97 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,443 | 97 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,319 | 97 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,912 | 97 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,356 | 97 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,483 | 97 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,583 | 113 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,560 | 113 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,514 | 113 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,608 | 113 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $3,047 | 113 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,876 | 319 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $14,322 | 556 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $14,920 | 664 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $28,569 | 930 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $47,642 | 1,085 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $49,903 | 1,067 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $84,902 | 1,299 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $72,765 | 1,066 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $75,006 | 1,091 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $70,192 | 1,117 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $68,621 | 1,102 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $53,328 | 1,060 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $33,554 | 1,071 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $49,740 | 1,352 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $12,344 | 469 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||