Cornerstone Financial Management LLC
Position in LNC — Lincoln National Corp
CIK 2110329
PROVIDENCE, RI
Position in LNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,661
+$454 QoQ
Shares Held
47
+38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#565
of 614 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $61,109 across 8 Insurance - Life names. LNC ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
165 | $17,808 | |
| 2 | MET |
Metlife Inc
|
160 | $13,537 | |
| 3 | AFL |
Aflac Inc
|
107 | $12,545 | |
| 4 | MFC |
Manulife Financial Corp
|
262 | $10,613 | |
| 5 | UNM |
Unum Group
|
28 | $2,503 | |
| 6 | LNC |
Lincoln National Corp
This page
|
47 | $1,661 | |
| 7 | JXN |
Jackson Financial Inc.
|
16 | $1,638 | |
| 8 | PUK |
Prudential PLC
|
30 | $804 |
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,661 | 47 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,207 | 34 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,384 | 76 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||