Position in LNC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$239,673
-$591 QoQ
Shares Held
6,780
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#387
of 614 holders
Holding Since
Mar 2024
7 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, 2026Sequoia Financial Advisors, LLC holds $21,490,146 across 12 Insurance - Life names. LNC ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
29,470 | $5,265,699 | |
| 2 | UNM |
Unum Group
|
35,364 | $3,161,541 | |
| 3 | AFL |
Aflac Inc
|
26,245 | $3,077,226 | |
| 4 | MFC |
Manulife Financial Corp
|
66,838 | $2,707,607 | |
| 5 | PRU |
Prudential Financial Inc
|
25,053 | $2,703,970 | |
| 6 | MET |
Metlife Inc
|
26,574 | $2,248,426 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
18,699 | $953,275 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
7,241 | $458,355 |
All Filings in LNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,673 | 6,780 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $240,264 | 6,768 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $451,044 | 10,129 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $272,953 | 6,768 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $251,611 | 7,272 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $231,906 | 6,458 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $207,481 | 6,498 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||