Position in LNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$366,650
-$54,628 QoQ
Shares Held
10,372
-12.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#323
of 614 holders
Holding Since
Dec 2024
7 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, 2026Atria Investments, Inc holds $15,663,365 across 11 Insurance - Life names. LNC ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
40,698 | $3,443,457 | |
| 2 | PRU |
Prudential Financial Inc
|
31,002 | $3,346,045 | |
| 3 | PRI |
Primerica, Inc.
|
8,975 | $2,550,695 | |
| 4 | MFC |
Manulife Financial Corp
|
57,946 | $2,347,392 | |
| 5 | PUK |
Prudential PLC
|
35,433 | $949,958 | |
| 6 | JXN |
Jackson Financial Inc.
|
8,545 | $874,922 | |
| 7 | AFL |
Aflac Inc
|
6,075 | $712,293 | |
| 8 | UNM |
Unum Group
|
7,661 | $684,893 |
All Filings in LNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,650 | 10,372 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $421,278 | 11,867 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $536,096 | 12,039 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $503,036 | 12,473 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $206,250 | 5,961 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $237,185 | 6,605 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $248,986 | 7,852 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||