Position in LNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$464,672
+$152,877 QoQ
Shares Held
13,145
+49.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 614 holders
Holding Since
Jun 2025
5 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, 2026Merit Financial Group, LLC holds $20,174,334 across 12 Insurance - Life names. LNC ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
64,802 | $7,598,031 | |
| 2 | MET |
Metlife Inc
|
32,493 | $2,749,228 | |
| 3 | PRU |
Prudential Financial Inc
|
23,228 | $2,506,994 | |
| 4 | GL |
Globe Life Inc.
|
9,829 | $1,756,243 | |
| 5 | MFC |
Manulife Financial Corp
|
38,801 | $1,571,826 | |
| 6 | UNM |
Unum Group
|
15,767 | $1,409,567 | |
| 7 | CNO |
CNO Financial Group, Inc.
|
12,887 | $656,978 | |
| 8 | JXN |
Jackson Financial Inc.
|
5,599 | $573,279 |
All Filings in LNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $464,672 | 13,145 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $311,795 | 8,783 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $423,879 | 9,519 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $379,099 | 9,400 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $323,925 | 9,362 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||