Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,512,340
+$1,191,563 QoQ
Shares Held
99,359
+52.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 614 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $115,468,770 across 16 Insurance - Life names. LNC ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
1,007,760 | $40,824,357 | |
| 2 | PRI |
Primerica, Inc.
|
78,841 | $22,406,611 | |
| 3 | AFL |
Aflac Inc
|
190,732 | $22,363,327 | |
| 4 | MET |
Metlife Inc
|
192,481 | $16,285,816 | |
| 5 | PRU |
Prudential Financial Inc
|
58,436 | $6,306,996 | |
| 6 | LNC |
Lincoln National Corp
This page
|
99,359 | $3,512,340 | |
| 7 | PUK |
Prudential PLC
|
46,150 | $1,237,281 | |
| 8 | GL |
Globe Life Inc.
|
5,619 | $1,004,002 |
All Filings in LNC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,512,340 | 99,359 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,320,777 | 65,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,069,309 | 46,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,740,763 | 43,163 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,209,719 | 34,963 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,047,422 | 29,168 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $863,907 | 27,244 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $444,385 | 14,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $301,296 | 9,688 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,386 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,788 | 400 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,876 | 400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,304 | 400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,988 | 400 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,376 | 468 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,535 | 536 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,068 | 536 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,888 | 136 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,283 | 136 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $5,728 | 92 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,169 | 63 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||