Position in LNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$269,932
New position
Shares Held
7,636
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#375
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $2,149,665 across 7 Insurance - Life names. LNC ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
4,760 | $513,746 | |
| 2 | MET |
Metlife Inc
|
4,806 | $406,635 | |
| 3 | CNO |
CNO Financial Group, Inc.
|
5,470 | $278,860 | |
| 4 | LNC |
Lincoln National Corp
This page
|
7,636 | $269,932 | |
| 5 | UNM |
Unum Group
|
2,764 | $247,101 | |
| 6 | MFC |
Manulife Financial Corp
|
5,422 | $219,645 | |
| 7 | AFL |
Aflac Inc
|
1,823 | $213,746 |
All Filings in LNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,932 | 7,636 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||