Position in LNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$661,716
-$28,865 QoQ
Shares Held
18,719
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#265
of 614 holders
Holding Since
Sep 2020
16 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, 2026Prospera Financial Services Inc holds $14,504,405 across 8 Insurance - Life names. LNC ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
71,423 | $8,374,346 | |
| 2 | PRU |
Prudential Financial Inc
|
19,292 | $2,082,185 | |
| 3 | JXN |
Jackson Financial Inc.
|
9,898 | $1,013,456 | |
| 4 | UNM |
Unum Group
|
11,055 | $988,317 | |
| 5 | MET |
Metlife Inc
|
9,341 | $790,342 | |
| 6 | LNC |
Lincoln National Corp
This page
|
18,719 | $661,716 | |
| 7 | FG |
F&G Annuities & Life, Inc.
|
14,702 | $390,926 | |
| 8 | MFC |
Manulife Financial Corp
|
5,014 | $203,117 |
All Filings in LNC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,716 | 18,719 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $690,581 | 19,453 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $909,124 | 20,416 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $781,353 | 19,374 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $679,336 | 19,634 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $596,824 | 16,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $536,691 | 16,925 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $538,726 | 17,097 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $537,998 | 17,299 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $528,154 | 16,541 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $457,923 | 16,979 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $438,716 | 17,769 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $485,704 | 18,855 | Shares | Sole | 2023-08-08 | |
| 2022-06-30 | $18,287 | 391 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $140,524 | 2,150 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $60,560 | 1,933 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||