CITIGROUP INC

Position in LNC — Lincoln National Corp

CIK 831001 NEW YORK, NY

Back to LNC Full portfolio

Position in LNC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,255,393

+$9,665 QoQ

Shares Held

176,956

+0.6% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#82

of 614 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

Derivatives in LNC

reported options exposure · as of Jun 30, 2026

CallValue

$2,828,000

CallShares

80,000

PutValue

$707,000

PutShares

20,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

CITIGROUP INC holds $352,750,736 across 17 Insurance - Life names. LNC ranks #10 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	997,481	$84,396,866
2	AFL	Aflac Inc	618,687	$72,541,050
3	PRU	Prudential Financial Inc	585,819	$63,227,443
4	BHF	Brighthouse Financial, Inc.	689,207	$43,626,802
5	JXN	Jackson Financial Inc.	292,994	$29,999,654
6	MFC	Manulife Financial Corp	405,989	$16,446,613
7	GL	Globe Life Inc.	85,046	$15,196,017
8	UNM	Unum Group	89,675	$8,016,943

All Filings in LNC

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,000	20,000	+300.0%	Put	Defined	2026-08-03
2026-06-30	$2,828,000	80,000	+33.3%	Call	Defined	2026-08-03
2026-06-30	$6,255,393	176,956	+0.6%	Shares	Defined	2026-08-03
2026-03-31	$6,245,728	175,936	+44.0%	Shares	Defined	2026-05-11
2026-03-31	$2,130,000	60,000	-31.4%	Call	Defined	2026-05-11
2025-12-31	$5,439,561	122,155	-22.5%	Shares	Defined	2026-02-13
2025-09-30	$6,358,104	157,652	-4.7%	Shares	Defined	2025-11-10
2025-06-30	$5,720,936	165,345	-15.5%	Shares	Defined	2025-08-11
2025-03-31	$7,027,046	195,685	-45.3%	Shares	Defined	2025-05-12
2024-12-31	$11,338,859	357,580	-6.7%	Shares	Defined	2025-02-12
2024-09-30	$12,081,247	383,410	+23.6%	Shares	Defined	2024-11-12
2024-06-30	$2,718,140	87,400	+10.1%	Call	Defined	2024-08-12
2024-06-30	$9,650,110	310,293	+26.7%	Shares	Defined	2024-08-12
2024-03-31	$2,535,242	79,400	+44.6%	Call	Defined	2024-05-10
2024-03-31	$7,822,752	244,997	+60.8%	Shares	Defined	2024-05-10
2023-12-31	$4,110,306	152,403	+3.5%	Shares	Defined	2024-02-09
2023-09-30	$3,636,440	147,284	+0.1%	Shares	Defined	2023-12-06
2023-06-30	$3,791,637	147,191	+4.9%	Shares	Defined	2023-08-10
2023-03-31	$3,153,212	140,330	-60.7%	Shares	Defined	2023-05-11
2022-12-31	$10,971,245	357,137	+16.6%	Shares	Defined	2023-02-09
2022-09-30	$13,444,537	306,184	-11.1%	Shares	Defined	2022-11-10
2022-06-30	$233,850	5,000	-93.2%	Put	Defined	2022-08-10
2022-06-30	$16,106,370	344,374	+96.3%	Shares	Defined	2022-08-10
2022-03-31	$11,464,729	175,409	-0.3%	Shares	Defined	2022-05-12
2021-12-31	$12,012,598	175,983	+21.0%	Shares	Defined	2022-02-10
2021-09-30	$9,996,317	145,401	-18.3%	Shares	Defined	2021-11-10
2021-06-30	$11,189,917	178,070	-21.5%	Shares	Defined	2021-08-10
2021-03-31	$14,120,714	226,766	-3.5%	Shares	Defined	2021-05-13
2020-12-31	$11,823,200	235,007	+0.7%	Shares	Defined	2021-02-11
2020-12-31	$3,697,785	73,500	+106.5%	Put	Defined	2021-02-11
2020-12-31	$2,762,019	54,900	+174.5%	Call	Defined	2021-02-11
2020-09-30	$1,115,348	35,600	-17.0%	Put	Defined	2020-11-12
2020-09-30	$7,310,915	233,352	+66.9%	Shares	Defined	2020-11-12
2020-09-30	$626,600	20,000	-18.7%	Call	Defined	2020-11-12
2020-06-30	$905,034	24,600	+58.7%	Call	Defined	2020-08-12
2020-06-30	$5,144,601	139,837	+9.9%	Shares	Defined	2020-08-12
2020-06-30	$1,578,291	42,900	+31.6%	Put	Defined	2020-08-12
2020-03-31	$858,032	32,600	—	Put	Defined	2020-05-12
2020-03-31	$407,960	15,500	—	Call	Defined	2020-05-12
2020-03-31	$3,348,506	127,223	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.