Position in LNC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,514,178
+$43,556 QoQ
Shares Held
99,411
+1.7% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#113
of 614 holders
Holding Since
Dec 2023
11 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, 2026Waterloo Capital, L.P. holds $3,875,894 across 2 Insurance - Life names. LNC ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNC |
Lincoln National Corp
This page
|
99,411 | $3,514,178 | |
| 2 | AFL |
Aflac Inc
|
3,085 | $361,716 |
All Filings in LNC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,514,178 | 99,411 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,470,622 | 97,764 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,327,069 | 97,172 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,434,444 | 109,954 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,712,891 | 107,309 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,856,446 | 107,392 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,255,951 | 102,679 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,070,617 | 97,449 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,396,959 | 109,227 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,187,795 | 99,837 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,902,625 | 70,546 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||