Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$685,719
+$288,368 QoQ
Shares Held
19,398
+73.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 614 holders
Holding Since
Mar 2021
18 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, 2026Cresset Asset Management, LLC holds $22,578,990 across 7 Insurance - Life names. LNC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
72,646 | $8,517,743 | |
| 2 | MFC |
Manulife Financial Corp
|
89,581 | $3,628,926 | |
| 3 | PRU |
Prudential Financial Inc
|
27,010 | $2,915,189 | |
| 4 | PRI |
Primerica, Inc.
|
9,962 | $2,831,200 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
39,406 | $2,008,917 | |
| 6 | MET |
Metlife Inc
|
23,535 | $1,991,296 | |
| 7 | LNC |
Lincoln National Corp
This page
|
19,398 | $685,719 |
All Filings in LNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,719 | 19,398 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $397,351 | 11,193 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $492,768 | 11,066 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,934 | 10,710 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $256,316 | 7,408 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $409,912 | 11,415 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $441,973 | 13,938 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,509,139 | 47,894 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,257,216 | 40,425 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $832,318 | 26,067 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $594,823 | 22,055 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $481,134 | 19,487 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $502,010 | 19,488 | Shares | Defined | 2023-08-14 | |
| 2022-03-31 | $397,584 | 6,083 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $416,317 | 6,099 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $289,093 | 4,205 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $207,623 | 3,304 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $213,523 | 3,429 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||