Pathstone Holdings, LLC

Position in LNC — Lincoln National Corp

CIK 2011612 ENGLEWOOD, NJ

Position in LNC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,508,808

-$43,926 QoQ

Shares Held

42,682

-2.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#175

of 614 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $60,048,855 across 13 Insurance - Life names. LNC ranks #10 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	108,633	$12,737,219
2	PRU	Prudential Financial Inc	90,153	$9,730,212
3	MET	Metlife Inc	112,338	$9,504,916
4	PUK	Prudential PLC	241,885	$6,484,936
5	UNM	Unum Group	62,605	$5,596,886
6	GL	Globe Life Inc.	25,630	$4,579,567
7	MFC	Manulife Financial Corp	78,827	$3,193,280
8	PRI	Primerica, Inc.	11,092	$3,152,346

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,508,808	42,682	-2.4%	Shares	Sole	2026-08-13
2026-03-31	$1,552,734	43,739	-19.3%	Shares	Defined	2026-05-11
2025-12-31	$2,413,925	54,209	+11.2%	Shares	Defined	2026-02-13
2025-09-30	$1,966,206	48,753	+5.5%	Shares	Other	2025-11-13
2025-06-30	$1,599,487	46,228	-8.3%	Shares	Sole	2025-08-12
2025-03-31	$1,811,120	50,435	-1.0%	Shares	Defined	2025-05-15
2024-12-31	$1,615,623	50,950	-8.6%	Shares	Other	2025-02-14
2024-09-30	$1,756,649	55,749	-10.9%	Shares	Defined	2024-11-07
2024-06-30	$1,944,899	62,537	+1.1%	Shares	Sole	2024-08-14
2024-03-31	$1,975,955	61,884	+16.2%	Shares	Defined	2024-05-13
2023-12-31	$1,436,043	53,246	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.