Position in LNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,437,790
+$210,910 QoQ
Shares Held
40,673
+17.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#182
of 614 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Summit Trail Advisors, LLC holds $16,410,755 across 9 Insurance - Life names. LNC ranks #8 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
21,822 | $2,558,629 | |
| 2 | BHF |
Brighthouse Financial, Inc.
|
35,844 | $2,268,925 | |
| 3 | MET |
Metlife Inc
|
25,823 | $2,184,884 | |
| 4 | UNM |
Unum Group
|
24,329 | $2,175,012 | |
| 5 | PRI |
Primerica, Inc.
|
6,882 | $1,955,864 | |
| 6 | PRU |
Prudential Financial Inc
|
17,449 | $1,883,270 | |
| 7 | GL |
Globe Life Inc.
|
9,319 | $1,665,118 | |
| 8 | LNC |
Lincoln National Corp
This page
|
40,673 | $1,437,790 |
All Filings in LNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,790 | 40,673 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,226,880 | 34,560 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $735,902 | 16,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $571,032 | 14,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $352,643 | 10,192 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||