Position in LNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$205,878
+$4,629 QoQ
Shares Held
5,824
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#422
of 614 holders
Holding Since
Sep 2025
4 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, 2026RFG Advisory, LLC holds $4,976,365 across 8 Insurance - Life names. LNC ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
14,984 | $1,534,211 | |
| 2 | AFL |
Aflac Inc
|
10,252 | $1,202,047 | |
| 3 | MET |
Metlife Inc
|
8,077 | $683,394 | |
| 4 | GL |
Globe Life Inc.
|
2,895 | $517,278 | |
| 5 | PRU |
Prudential Financial Inc
|
3,656 | $394,592 | |
| 6 | MFC |
Manulife Financial Corp
|
5,822 | $235,849 | |
| 7 | LNC |
Lincoln National Corp
This page
|
5,824 | $205,878 | |
| 8 | UNM |
Unum Group
|
2,272 | $203,116 |
All Filings in LNC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,878 | 5,824 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $201,249 | 5,669 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $252,217 | 5,664 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $222,540 | 5,518 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||