Patriot Financial Group Insurance Agency, LLC

Insurance

Position in LNC — Lincoln National Corp

CIK 1694883 Westborough, MA

Position in LNC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,405,374

+$640,973 QoQ

Shares Held

39,588

+130.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,116,345 across 6 Insurance - Life names.

#	Ticker	Company	Shares	Value (USD)
1	PRU	Prudential Financial Inc	13,684	$1,476,914
2	AFL	Aflac Inc	3,809	$446,605
3	UNM	Unum Group	4,608	$411,955
4	MET	Metlife Inc	3,399	$287,589
5	MFC	Manulife Financial Corp	6,500	$263,315
6	JXN	Jackson Financial Inc.	2,246	$229,967

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,405,374	39,588	+130.6%	Shares	Sole	2026-04-22
2025-12-31	$764,401	17,166	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$694,442	17,219	-5.2%	Shares	Sole	2025-10-08
2025-06-30	$628,163	18,155	-4.0%	Shares	Sole	2025-07-21
2025-03-31	$679,129	18,912	-1.9%	Shares	Sole	2025-04-14
2024-12-31	$611,273	19,277	-1.8%	Shares	Sole	2025-01-22
2024-09-30	$618,856	19,640	-1.8%	Shares	Sole	2024-10-24
2024-06-30	$621,937	19,998	+6.1%	Shares	Sole	2024-07-26
2024-03-31	$602,008	18,854	+71.8%	Shares	Sole	2024-04-30
2023-12-31	$296,049	10,977	-3.3%	Shares	Sole	2024-01-19
2023-09-30	$280,182	11,348	-10.5%	Shares	Sole	2023-10-19
2023-06-30	$326,765	12,685	+6.7%	Shares	Sole	2023-07-17
2023-03-31	$267,123	11,888	-6.4%	Shares	Sole	2023-04-20
2022-12-31	$390,328	12,706	-5.7%	Shares	Sole	2023-01-17
2022-09-30	$591,467	13,470	+3.6%	Shares	Sole	2022-11-01
2022-06-30	$608,384	13,008	+5.0%	Shares	Sole	2022-07-29
2022-03-31	$809,352	12,383	-4.2%	Shares	Sole	2022-05-11
2021-12-31	$882,192	12,924	+5.2%	Shares	Sole	2022-01-10
2021-09-30	$844,456	12,283	-3.9%	Shares	Sole	2021-11-24
2021-06-30	$803,472	12,786	+4.0%	Shares	Sole	2021-07-30
2021-03-31	$765,547	12,294	+6.2%	Shares	Sole	2021-04-29
2020-12-31	$582,438	11,577	+471.7%	Shares	Sole	2021-01-15
2020-09-30	$63,443	2,025	+33650.0%	Shares	Sole	2020-10-21
2020-06-30	$220	6	-53.8%	Shares	Sole	2020-07-10
2020-03-31	$342	13	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.