SYM FINANCIAL Corp

Position in LNC — Lincoln National Corp

CIK 764739 WINONA LAKE, IN

Position in LNC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$250,772

+$16,898 QoQ

Shares Held

7,094

+7.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#381

of 614 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SYM FINANCIAL Corp holds $965,985 across 4 Insurance - Life names. LNC ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	3,064	$259,245
2	LNC	Lincoln National Corp This page	7,094	$250,772
3	UNM	Unum Group	2,606	$232,976
4	GL	Globe Life Inc.	1,248	$222,992

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,772	7,094	+7.7%	Shares	Sole	2026-08-04
2026-03-31	$233,874	6,588	-1.8%	Shares	Sole	2026-05-08
2025-12-31	$298,885	6,712	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$268,476	6,657	+2.5%	Shares	Sole	2025-11-03
2025-06-30	$224,623	6,492	-9.3%	Shares	Sole	2025-08-01
2025-03-31	$256,900	7,154	+5.9%	Shares	Sole	2025-05-06
2024-12-31	$214,169	6,754	-11.1%	Shares	Sole	2025-01-24
2024-09-30	$239,476	7,600	-2.2%	Shares	Sole	2024-11-14
2024-06-30	$241,615	7,769	+25.9%	Shares	Sole	2024-08-08
2022-09-30	$270,924	6,170	0.0%	Shares	Sole	2022-10-28
2022-06-30	$288,570	6,170	0.0%	Shares	Sole	2022-07-19
2022-03-31	$403,271	6,170	0.0%	Shares	Sole	2022-04-22
2021-12-31	$421,164	6,170	0.0%	Shares	Sole	2022-02-03
2021-09-30	$424,187	6,170	0.0%	Shares	Sole	2021-10-15
2021-06-30	$387,722	6,170	0.0%	Shares	Sole	2021-07-20
2021-03-31	$384,205	6,170	-33.3%	Shares	Sole	2021-04-19
2020-12-31	$465,669	9,256	-4.9%	Shares	Sole	2021-01-26
2020-09-30	$305,060	9,737	0.0%	Shares	Sole	2020-10-13
2020-06-30	$358,224	9,737	0.0%	Shares	Sole	2020-07-27
2020-03-31	$256,277	9,737	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.