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Lincoln National Corp

13F filer · CIK 0000059558
Reported Aug 10, 2026
Net seller this quarter
13F portfolio value$3.91BU.S. long equity reported on 13F
Positions20 new · 0 closed
Net flow last quarter-$192KBuys minus sells
Top 10 positions weight10.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 10, 20262 positions
BSVNBank7 Corp.$310M7.93%41.80%+1.9%Q4 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$85.7M2.19%Not reported-4.3%Q4 2013
Q1 2026Reported May 4, 20262 positions
BSVNBank7 Corp.$306M8.86%41.01%+1.3%Q4 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$75.6M2.19%Not reported-7.7%Q4 2013
Q4 2025Reported Feb 9, 20262 positions
BSVNBank7 Corp.$304M8.88%40.72%+4.0%Q4 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$75.8M2.22%Not reported+2.3%Q4 2013
Q3 2025Reported Nov 7, 20252 positions
BSVNBank7 Corp.$292M8.34%39.20%+7.2%Q4 2013
VPLInvesco Pennsylvania Value Municipal Income Trust$72M2.05%Not reported-2.6%Q4 2013
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