Position in LNC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,237
+$66 QoQ
Shares Held
35
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#574
of 614 holders
Holding Since
Jun 2021
21 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,266,728 across 8 Insurance - Life names. LNC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
6,177 | $522,635 | |
| 2 | AFL |
Aflac Inc
|
4,288 | $502,768 | |
| 3 | PRU |
Prudential Financial Inc
|
1,693 | $182,725 | |
| 4 | MFC |
Manulife Financial Corp
|
1,064 | $43,102 | |
| 5 | GL |
Globe Life Inc.
|
56 | $10,006 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
63 | $3,987 | |
| 7 | LNC |
Lincoln National Corp
This page
|
35 | $1,237 | |
| 8 | UNM |
Unum Group
|
3 | $268 |
All Filings in LNC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237 | 35 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,171 | 33 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,380 | 31 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $1,250 | 31 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $1,072 | 31 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,113 | 31 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $983 | 31 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $976 | 31 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $684 | 22 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $606 | 19 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $512 | 19 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $6,888 | 279 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,849 | 460 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,336 | 104 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,219 | 235 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,141 | 26 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,594 | 141 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,320 | 112 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,600 | 126 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,225 | 76 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,827 | 45 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||