KESTRA PRIVATE WEALTH SERVICES, LLC

Position in LNC — Lincoln National Corp

CIK 1649451 AUSTIN, TX

Position in LNC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$337,592

+$2,330 QoQ

Shares Held

9,550

+1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#338

of 614 holders

Holding Since

Sep 2021

14 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $15,380,433 across 7 Insurance - Life names. LNC ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	55,245	$6,477,476
2	MFC	Manulife Financial Corp	98,798	$4,002,306
3	PRU	Prudential Financial Inc	16,380	$1,767,893
4	MET	Metlife Inc	13,215	$1,118,121
5	JXN	Jackson Financial Inc.	9,970	$1,020,828
6	PRI	Primerica, Inc.	2,309	$656,217
7	LNC	Lincoln National Corp This page	9,550	$337,592

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,592	9,550	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$335,262	9,444	+2.1%	Shares	Sole	2026-04-20
2025-12-31	$412,036	9,253	+0.7%	Shares	Sole	2026-01-29
2025-09-30	$370,673	9,191	+1.6%	Shares	Sole	2025-11-17
2025-06-30	$312,957	9,045	+9.6%	Shares	Sole	2025-08-07
2025-03-31	$296,293	8,251	+9.9%	Shares	Sole	2025-05-05
2024-12-31	$238,142	7,510	-4.8%	Shares	Sole	2025-01-28
2024-06-30	$245,223	7,885	-29.9%	Shares	Sole	2024-08-12
2024-03-31	$359,276	11,252	-7.2%	Shares	Sole	2024-05-02
2023-12-31	$326,903	12,121	-21.6%	Shares	Sole	2024-02-05
2023-09-30	$381,682	15,459	+16.6%	Shares	Sole	2023-11-08
2023-06-30	$341,397	13,253	+41.8%	Shares	Sole	2023-08-08
2021-12-31	$638,094	9,348	-8.1%	Shares	Sole	2022-07-21
2021-09-30	$699,187	10,170	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.