MONETA GROUP INVESTMENT ADVISORS LLC

Position in LNC — Lincoln National Corp

CIK 1120927 ST LOUIS, MO

Position in LNC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$214,256

-$2,507 QoQ

Shares Held

6,061

-0.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#409

of 614 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $3,971,024 across 6 Insurance - Life names. LNC ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRI	Primerica, Inc.	5,726	$1,627,329
2	MFC	Manulife Financial Corp	16,612	$672,952
3	AFL	Aflac Inc	4,883	$572,531
4	PRU	Prudential Financial Inc	4,769	$514,718
5	MET	Metlife Inc	4,364	$369,238
6	LNC	Lincoln National Corp This page	6,061	$214,256

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,256	6,061	-0.7%	Shares	Sole	2026-08-14
2026-03-31	$216,763	6,106	+19.8%	Shares	Sole	2026-05-12
2025-12-31	$226,969	5,097	+1.0%	Shares	Sole	2026-02-12
2025-09-30	$203,545	5,047	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.