Position in LNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,497,670
+$412,401 QoQ
Shares Held
98,944
+13.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 616 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $119,489,709 across 14 Insurance - Life names. LNC ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
360,828 | $42,307,083 | |
| 2 | MET |
Metlife Inc
|
271,542 | $22,975,168 | |
| 3 | PRU |
Prudential Financial Inc
|
204,666 | $22,089,601 | |
| 4 | MFC |
Manulife Financial Corp
|
216,916 | $8,787,267 | |
| 5 | JXN |
Jackson Financial Inc.
|
83,293 | $8,528,370 | |
| 6 | UNM |
Unum Group
|
64,983 | $5,809,480 | |
| 7 | LNC |
Lincoln National Corp
This page
|
98,944 | $3,497,670 | |
| 8 | GL |
Globe Life Inc.
|
9,783 | $1,748,026 |
All Filings in LNC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,497,670 | 98,944 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,085,269 | 86,909 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,340,373 | 75,014 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,125,695 | 77,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,794,711 | 80,772 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,888,025 | 80,424 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,921,467 | 60,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,114,541 | 67,107 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,953,235 | 62,805 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,904,113 | 59,634 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $332,324 | 12,322 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $802,745 | 32,513 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $880,760 | 34,191 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $664,932 | 29,592 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $650,557 | 21,177 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $281,946 | 6,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,368 | 6,465 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $483,794 | 7,402 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $507,922 | 7,441 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $507,787 | 7,386 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $466,272 | 7,420 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $460,798 | 7,400 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $411,334 | 8,176 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||