Position in LNC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$177,209
+$26,405 QoQ
Shares Held
5,013
+18.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $2,990,107 across 17 Insurance - Life names. LNC ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
9,669 | $818,094 | |
| 2 | PRU |
Prudential Financial Inc
|
3,832 | $413,587 | |
| 3 | AFL |
Aflac Inc
|
3,084 | $361,599 | |
| 4 | GL |
Globe Life Inc.
|
1,601 | $286,066 | |
| 5 | PRI |
Primerica, Inc.
|
938 | $266,579 | |
| 6 | JXN |
Jackson Financial Inc.
|
1,935 | $198,124 | |
| 7 | LNC |
Lincoln National Corp
This page
|
5,013 | $177,209 | |
| 8 | UNM |
Unum Group
|
1,741 | $155,645 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,209 | 5,013 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $150,804 | 4,248 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $254,578 | 5,717 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $214,918 | 5,329 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $97,053 | 2,805 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $170,357 | 4,744 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $159,628 | 5,034 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $943,314 | 29,937 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,677,088 | 86,080 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $979,101 | 30,664 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $124,466 | 4,615 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $109,524 | 4,436 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $12,880 | 500 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,830 | 393 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $53,882 | 1,754 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $83,516 | 1,902 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $78,620 | 1,681 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $62,941 | 963 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $65,666 | 962 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $66,343 | 965 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $59,886 | 953 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $58,035 | 932 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,881 | 1,230 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $655,674 | 20,928 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $783,516 | 21,297 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $36,163 | 1,374 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||