SummitTX Capital, L.P.

Position in LNC — Lincoln National Corp

CIK 2052310 FORT WORTH, TX

Position in LNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,173,298

+$220,373 QoQ

Shares Held

89,768

+7.9% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#124

of 614 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SummitTX Capital, L.P. holds $5,962,546 across 3 Insurance - Life names. LNC ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNC	Lincoln National Corp This page	89,768	$3,173,298
2	UNM	Unum Group	22,325	$1,995,855
3	PRU	Prudential Financial Inc	7,351	$793,393

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,173,298	89,768	+7.9%	Shares	Sole	2026-08-14
2026-03-31	$2,952,925	83,181	+49.1%	Shares	Sole	2026-05-15
2025-12-31	$2,484,996	55,805	+275.3%	Shares	Sole	2026-02-17
2025-09-30	$599,626	14,868	-27.6%	Shares	Defined	2025-11-14
2025-06-30	$710,822	20,544	+32.3%	Shares	Defined	2025-08-14
2025-03-31	$557,790	15,533	—	Shares	Defined	2025-05-15
No filing history on record for this holder in this stock.