Position in LNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,024,513
+$154,905 QoQ
Shares Held
28,982
+18.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 614 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $36,359,656 across 14 Insurance - Life names. LNC ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
146,345 | $17,158,951 | |
| 2 | PRU |
Prudential Financial Inc
|
79,213 | $8,549,459 | |
| 3 | MET |
Metlife Inc
|
74,002 | $6,261,309 | |
| 4 | LNC |
Lincoln National Corp
This page
|
28,982 | $1,024,513 | |
| 5 | MFC |
Manulife Financial Corp
|
22,064 | $893,812 | |
| 6 | JXN |
Jackson Financial Inc.
|
6,753 | $691,439 | |
| 7 | UNM |
Unum Group
|
6,230 | $556,962 | |
| 8 | PUK |
Prudential PLC
|
18,798 | $503,974 |
All Filings in LNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,513 | 28,982 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $869,608 | 24,496 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,092,499 | 24,534 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,980,364 | 49,104 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,692,216 | 48,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,516,120 | 42,220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,421,242 | 44,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,268,025 | 40,242 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,172,003 | 37,685 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,043,536 | 32,682 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $815,006 | 30,219 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $682,727 | 27,652 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $653,608 | 25,373 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,167 | 764 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $182,169 | 5,930 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $589,623 | 13,428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $634,435 | 13,565 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $632,633 | 9,268 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||