OSAIC HOLDINGS, INC.

Position in LNC — Lincoln National Corp

CIK 1677044 SCOTTSDALE, AZ

Position in LNC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,475,909

-$5,653,750 QoQ

Shares Held

182,420

-33.0% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 34.8119723714505.ToString("F0")% Shared 0.ToString("F0")% None 65.1880276285495.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $65,000,847 across 17 Insurance - Life names. LNC ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	219,835	$24,118,095
2	PRU	Prudential Financial Inc	140,199	$13,696,038
3	MET	Metlife Inc	98,642	$6,975,960
4	LNC	Lincoln National Corp This page	182,420	$6,475,909
5	JXN	Jackson Financial Inc.	50,640	$5,353,659
6	MFC	Manulife Financial Corp	131,076	$4,514,255
7	UNM	Unum Group	27,529	$2,010,441
8	PRI	Primerica, Inc.	2,334	$584,620

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,475,909	182,420	-33.0%	Shares	Sole	2026-05-15
2025-12-31	$12,129,659	272,393	-15.3%	Shares	Defined	2026-02-17
2025-09-30	$12,971,699	321,639	+28.3%	Shares	Defined	2025-11-14
2025-06-30	$8,675,983	250,751	+61.0%	Shares	Defined	2025-09-04
2025-03-31	$5,592,479	155,736	+53.7%	Shares	Defined	2025-05-12
2024-12-31	$3,213,362	101,336	-0.8%	Shares	Defined	2025-06-06
2024-09-30	$3,219,248	102,166	-2.7%	Shares	Defined	2024-11-13
2024-06-30	$3,264,876	104,980	+77.3%	Shares	Defined	2024-08-13
2024-03-31	$1,890,349	59,203	-36.7%	Shares	Defined	2024-05-10
2023-12-31	$2,524,119	93,590	-55.8%	Shares	Defined	2024-02-12
2023-09-30	$5,224,992	211,624	+63.5%	Shares	Defined	2023-11-13
2023-06-30	$3,333,339	129,400	+9.7%	Shares	Sole	2023-08-21
2023-03-31	$2,649,478	117,912	+18.4%	Shares	Defined	2023-05-12
2022-12-31	$3,060,076	99,612	+49.5%	Shares	Defined	2023-02-10
2022-09-30	$2,925,938	66,635	+69.8%	Shares	Defined	2022-11-14
2022-06-30	$1,835,391	39,243	+7.9%	Shares	Defined	2022-08-10
2022-03-31	$2,376,224	36,356	+5.3%	Shares	Defined	2022-05-04
2021-12-31	$2,355,717	34,511	-6.2%	Shares	Defined	2022-02-03
2021-09-30	$2,529,515	36,793	-21.9%	Shares	Defined	2021-11-05
2021-06-30	$2,962,085	47,137	+21.9%	Shares	Defined	2021-08-02
2021-03-31	$2,407,790	38,667	-1.4%	Shares	Defined	2021-05-13
2020-12-31	$1,973,707	39,231	+12.6%	Shares	Defined	2021-02-10
2020-09-30	$1,091,596	34,842	+3.2%	Shares	Defined	2020-11-12
2020-06-30	$1,241,988	33,759	+9.3%	Shares	Defined	2020-08-14
2020-03-31	$812,810	30,882	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.