HBK Sorce Advisory LLC

Position in LNC — Lincoln National Corp

CIK 1379995 ERIE, PA

Position in LNC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$155,964

-$104,234 QoQ

Shares Held

4,412

-47.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#436

of 614 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HBK Sorce Advisory LLC holds $4,169,470 across 5 Insurance - Life names. LNC ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	20,263	$1,714,452
2	AFL	Aflac Inc	7,910	$927,447
3	PRU	Prudential Financial Inc	7,335	$791,666
4	MFC	Manulife Financial Corp	14,316	$579,941
5	LNC	Lincoln National Corp This page	4,412	$155,964

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$155,964	4,412	-47.9%	Shares	Sole	2026-08-06
2022-12-31	$260,198	8,470	+94.2%	Shares	Sole	2023-02-09
2022-06-30	$203,963	4,361	-1.1%	Shares	Sole	2022-08-15
2022-03-31	$288,172	4,409	-0.2%	Shares	Sole	2022-05-13
2021-12-31	$301,640	4,419	+0.3%	Shares	Sole	2022-02-15
2021-09-30	$302,775	4,404	-11.3%	Shares	Sole	2021-11-15
2021-06-30	$311,937	4,964	-0.0%	Shares	Sole	2021-08-12
2021-03-31	$309,232	4,966	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$248,179	4,933	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.