Position in LNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,067
+$4,147 QoQ
Shares Held
992
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 614 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UMB Bank, n.a. holds $6,016,645 across 15 Insurance - Life names. LNC ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
31,967 | $3,748,130 | |
| 2 | MET |
Metlife Inc
|
11,124 | $941,201 | |
| 3 | PRU |
Prudential Financial Inc
|
4,179 | $451,039 | |
| 4 | UNM |
Unum Group
|
3,242 | $289,834 | |
| 5 | PRI |
Primerica, Inc.
|
493 | $140,110 | |
| 6 | GL |
Globe Life Inc.
|
704 | $125,790 | |
| 7 | MFC |
Manulife Financial Corp
|
2,502 | $101,355 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
1,056 | $66,844 |
All Filings in LNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,067 | 992 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,920 | 871 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $44,663 | 1,003 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,901 | 915 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,469 | 765 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $26,645 | 742 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $16,806 | 530 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $16,700 | 530 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,205 | 296 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,555 | 174 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,697 | 100 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,863 | 440 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $11,334 | 440 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $18,537 | 825 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $87,060 | 2,834 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $163,125 | 3,715 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $171,739 | 3,672 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $246,537 | 3,772 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $257,476 | 3,772 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $259,324 | 3,772 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $238,917 | 3,802 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $225,852 | 3,627 | Shares | Sole | 2021-04-15 | |
| 2020-09-30 | $251,015 | 8,012 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $294,761 | 8,012 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $220,166 | 8,365 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||