BARRETT & COMPANY, INC.

Position in LNC — Lincoln National Corp

CIK 887602 PROVIDENCE, RI

Position in LNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$42,420

-$180 QoQ

Shares Held

1,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#478

of 614 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BARRETT & COMPANY, INC. holds $1,289,229 across 7 Insurance - Life names. LNC ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	11,123	$941,117
2	AFL	Aflac Inc	1,339	$156,997
3	MFC	Manulife Financial Corp	1,535	$62,182
4	PRU	Prudential Financial Inc	446	$48,136
5	LNC	Lincoln National Corp This page	1,200	$42,420
6	UNM	Unum Group	396	$35,402
7	BHF	Brighthouse Financial, Inc.	47	$2,975

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,420	1,200	0.0%	Shares	Sole	2026-07-24
2026-03-31	$42,600	1,200	0.0%	Shares	Sole	2026-05-04
2025-12-31	$53,436	1,200	0.0%	Shares	Sole	2026-01-28
2025-09-30	$48,396	1,200	0.0%	Shares	Sole	2025-10-31
2025-06-30	$41,520	1,200	0.0%	Shares	Sole	2025-07-21
2025-03-31	$43,092	1,200	0.0%	Shares	Sole	2025-04-21
2024-12-31	$38,052	1,200	0.0%	Shares	Sole	2025-01-28
2024-09-30	$37,812	1,200	0.0%	Shares	Sole	2024-10-24
2024-06-30	$37,320	1,200	0.0%	Shares	Sole	2024-07-25
2024-03-31	$38,316	1,200	0.0%	Shares	Sole	2024-04-17
2023-12-31	$32,364	1,200	0.0%	Shares	Sole	2024-01-24
2023-09-30	$29,628	1,200	0.0%	Shares	Sole	2023-10-23
2023-06-30	$30,912	1,200	0.0%	Shares	Sole	2023-07-27
2023-03-31	$26,964	1,200	0.0%	Shares	Sole	2023-05-11
2022-12-31	$36,864	1,200	0.0%	Shares	Sole	2023-05-23
2022-09-30	$52,692	1,200	—	Shares	Sole	2023-06-13
No filing history on record for this holder in this stock.