Position in LNC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,122,260
-$15,287,687 QoQ
Shares Held
87,951
-78.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Vest Financial, LLC holds $117,703,838 across 5 Insurance - Life names. LNC ranks #5 (2.7% of the industry book) .
All Filings in LNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,122,260 | 87,951 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $18,409,947 | 413,428 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $15,519,104 | 384,803 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,226,325 | 353,362 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,378,801 | 316,870 | Shares | Defined | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||