BANK OF MONTREAL /CAN/

Bank

Position in LNC — Lincoln National Corp

CIK 927971 TORONTO, A6

Position in LNC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,462,066

-$307,198 QoQ

Shares Held

41,185

+3.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 61.449556877503944.ToString("F0")% Shared 0.ToString("F0")% None 38.550443122496056.ToString("F0")%

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $2,435,696,516 across 13 Insurance - Life names. LNC ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	57,296,687	$1,973,297,897
2	PRI	Primerica, Inc.	1,257,398	$314,953,049
3	MET	Metlife Inc	707,334	$50,022,656
4	AFL	Aflac Inc	383,895	$42,117,116
5	PRU	Prudential Financial Inc	412,821	$40,328,479
6	GL	Globe Life Inc.	53,053	$7,383,384
7	UNM	Unum Group	37,746	$2,756,589
8	LNC	Lincoln National Corp This page	41,185	$1,462,066

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,462,066	41,185	+3.7%	Shares	Defined	2026-05-13
2025-12-31	$1,769,264	39,732	-1.4%	Shares	Defined	2026-02-12
2025-09-30	$1,624,892	40,290	-27.0%	Shares	Defined	2025-11-13
2025-06-30	$1,910,714	55,223	+1.6%	Shares	Defined	2025-08-05
2025-03-31	$1,951,885	54,355	+13.0%	Shares	Defined	2025-05-13
2024-12-31	$1,525,408	48,105	-85.2%	Shares	Defined	2025-02-13
2024-09-30	$10,266,207	325,808	+119.6%	Shares	Defined	2024-11-13
2024-06-30	$4,614,555	148,378	+11.9%	Shares	Defined	2024-08-14
2024-03-31	$4,233,915	132,600	+184.9%	Shares	Defined	2024-05-13
2023-12-31	$1,255,209	46,541	-18.2%	Shares	Defined	2024-02-08
2023-09-30	$1,404,389	56,881	-54.0%	Shares	Defined	2023-11-01
2023-06-30	$3,185,093	123,645	+24.6%	Shares	Defined	2023-08-02
2023-03-31	$2,229,382	99,216	-16.3%	Shares	Defined	2024-06-13
2022-12-31	$3,642,191	118,561	+26.0%	Shares	Defined	2023-02-01
2022-09-30	$4,131,094	94,081	-15.7%	Shares	Defined	2022-11-10
2022-06-30	$5,219,201	111,593	-5.0%	Shares	Defined	2022-08-11
2022-03-31	$7,675,615	117,436	-21.0%	Shares	Defined	2022-05-12
2021-12-31	$10,148,348	148,672	-56.6%	Shares	Defined	2022-02-11
2021-09-30	$23,533,121	342,300	+18.9%	Shares	Defined	2021-11-12
2021-06-30	$18,090,376	287,880	+33.0%	Shares	Defined	2021-08-12
2021-03-31	$13,476,656	216,423	+20.2%	Shares	Defined	2021-05-13
2020-12-31	$9,060,778	180,099	+8.1%	Shares	Defined	2021-02-12
2020-09-30	$5,219,481	166,597	+23.1%	Shares	Defined	2020-11-12
2020-06-30	$4,979,303	135,344	-4.0%	Shares	Defined	2020-08-12
2020-03-31	$3,710,539	140,978	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.