Trust Investment Advisors

Position in LNC — Lincoln National Corp

CIK 1597690 INDIANAPOLIS, IN

Position in LNC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,259,379

-$9,888 QoQ

Shares Held

35,626

-0.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#195

of 614 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

Trust Investment Advisors holds $4,226,687 across 3 Insurance - Life names. LNC ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	22,364	$1,892,218
2	LNC	Lincoln National Corp This page	35,626	$1,259,379
3	PRU	Prudential Financial Inc	9,961	$1,075,090

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,259,379	35,626	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$1,269,267	35,754	-12.2%	Shares	Sole	2026-04-24
2025-12-31	$1,812,593	40,705	+3.0%	Shares	Sole	2026-01-20
2025-09-30	$1,594,325	39,532	+4.4%	Shares	Sole	2025-11-24
2025-06-30	$1,309,575	37,849	-4.2%	Shares	Sole	2025-08-01
2025-03-31	$1,419,378	39,526	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$1,259,108	39,707	+8.1%	Shares	Sole	2025-02-12
2024-09-30	$1,156,921	36,716	-6.4%	Shares	Sole	2024-11-12
2024-06-30	$1,219,399	39,209	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$1,242,492	38,913	+36.7%	Shares	Sole	2024-05-09
2023-12-31	$767,566	28,460	-27.5%	Shares	Sole	2024-01-31
2023-09-30	$968,983	39,246	-4.4%	Shares	Sole	2023-11-14
2023-06-30	$1,057,499	41,052	+9.7%	Shares	Sole	2023-08-10
2023-03-31	$840,512	37,406	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.