NAPLES GLOBAL ADVISORS, LLC

Position in LNC — Lincoln National Corp

CIK 1582151 NAPLES, FL

Position in LNC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,232,564

+$12,927 QoQ

Shares Held

63,156

+1.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#140

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $13,392,351 across 6 Insurance - Life names. LNC ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc.	39,900	$4,085,361
2	UNM	Unum Group	34,597	$3,092,971
3	LNC	Lincoln National Corp This page	63,156	$2,232,564
4	PRU	Prudential Financial Inc	17,937	$1,935,940
5	AFL	Aflac Inc	15,361	$1,801,077
6	MET	Metlife Inc	2,889	$244,438

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,232,564	63,156	+1.0%	Shares	Sole	2026-07-23
2026-03-31	$2,219,637	62,525	+3.0%	Shares	Sole	2026-04-20
2025-12-31	$2,702,525	60,690	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$2,498,806	61,959	-2.7%	Shares	Sole	2025-10-30
2025-06-30	$2,203,258	63,678	+4.9%	Shares	Sole	2025-07-18
2025-03-31	$2,179,808	60,702	-2.6%	Shares	Sole	2025-04-10
2024-12-31	$1,975,691	62,305	+0.2%	Shares	Sole	2025-01-29
2024-09-30	$1,958,567	62,157	-5.1%	Shares	Sole	2024-10-24
2024-06-30	$2,036,894	65,495	+2.4%	Shares	Sole	2024-07-18
2024-03-31	$2,041,763	63,945	+2.9%	Shares	Sole	2024-04-29
2023-12-31	$1,675,780	62,135	+5.5%	Shares	Sole	2024-01-11
2023-09-30	$1,453,500	58,870	+1.4%	Shares	Sole	2023-10-16
2023-06-30	$1,495,496	58,055	-2.6%	Shares	Sole	2023-07-17
2023-03-31	$1,338,650	59,575	+29.2%	Shares	Sole	2023-04-17
2022-12-31	$1,415,976	46,093	+26.0%	Shares	Sole	2023-04-17
2022-09-30	$1,606,008	36,575	+3.8%	Shares	Sole	2022-10-20
2022-06-30	$1,648,455	35,246	+10.8%	Shares	Sole	2022-08-11
2022-03-31	$2,078,709	31,804	-0.2%	Shares	Sole	2022-04-28
2021-12-31	$2,175,650	31,873	-1.8%	Shares	Sole	2022-02-04
2021-09-30	$2,232,106	32,467	+5.1%	Shares	Sole	2021-10-29
2021-06-30	$1,942,133	30,906	+7.4%	Shares	Sole	2021-08-06
2021-03-31	$1,791,756	28,774	+0.5%	Shares	Sole	2021-05-10
2020-12-31	$1,440,928	28,641	+9.5%	Shares	Sole	2021-02-08
2020-09-30	$819,310	26,151	+83.9%	Shares	Sole	2020-10-26
2020-06-30	$523,043	14,217	+60.1%	Shares	Sole	2020-08-04
2020-03-31	$233,721	8,880	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.