Position in LNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,510,750
+$48,684 QoQ
Shares Held
42,737
+3.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $2,688,913,857 across 13 Insurance - Life names. LNC ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
56,769,350 | $2,299,726,363 | |
| 2 | PRI |
Primerica, Inc.
|
750,249 | $213,220,763 | |
| 3 | MET |
Metlife Inc
|
688,202 | $58,228,767 | |
| 4 | AFL |
Aflac Inc
|
453,085 | $53,124,214 | |
| 5 | PRU |
Prudential Financial Inc
|
368,734 | $39,797,457 | |
| 6 | GL |
Globe Life Inc.
|
85,626 | $15,299,652 | |
| 7 | UNM |
Unum Group
|
37,677 | $3,368,322 | |
| 8 | PUK |
Prudential PLC
|
76,754 | $2,057,773 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,750 | 42,737 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,462,066 | 41,185 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,769,264 | 39,732 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,624,892 | 40,290 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,910,714 | 55,223 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,951,885 | 54,355 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,525,408 | 48,105 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,266,207 | 325,808 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,614,555 | 148,378 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,233,915 | 132,600 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,255,209 | 46,541 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $1,404,389 | 56,881 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $3,185,093 | 123,645 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,229,382 | 99,216 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $3,642,191 | 118,561 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,131,094 | 94,081 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,219,201 | 111,593 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,675,615 | 117,436 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,148,348 | 148,672 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $23,533,121 | 342,300 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,090,376 | 287,880 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,476,656 | 216,423 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,060,778 | 180,099 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,219,481 | 166,597 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,979,303 | 135,344 | 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. | ||||||