Chicago Partners Investment Group LLC
Position in LNC — Lincoln National Corp
CIK 1563525
CHICAGO, IL
Position in LNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$451,313
+$238,775 QoQ
Shares Held
12,767
+113.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#300
of 614 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $5,679,249 across 7 Insurance - Life names. LNC ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNM |
Unum Group
|
15,711 | $1,404,563 | |
| 2 | MET |
Metlife Inc
|
12,721 | $1,076,323 | |
| 3 | PRU |
Prudential Financial Inc
|
8,022 | $865,814 | |
| 4 | GL |
Globe Life Inc.
|
4,732 | $845,513 | |
| 5 | AFL |
Aflac Inc
|
4,645 | $544,626 | |
| 6 | PRI |
Primerica, Inc.
|
1,728 | $491,097 | |
| 7 | LNC |
Lincoln National Corp
This page
|
12,767 | $451,313 |
All Filings in LNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,313 | 12,767 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $212,538 | 5,987 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||