Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,034,772
+$1,558,863 QoQ
Shares Held
227,292
+24.6% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#75
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $76,189,570 across 17 Insurance - Life names. LNC ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
218,730 | $25,646,090 | |
| 2 | PRU |
Prudential Financial Inc
|
150,096 | $16,199,859 | |
| 3 | MET |
Metlife Inc
|
106,277 | $8,992,095 | |
| 4 | LNC |
Lincoln National Corp
This page
|
227,292 | $8,034,772 | |
| 5 | MFC |
Manulife Financial Corp
|
155,540 | $6,300,924 | |
| 6 | JXN |
Jackson Financial Inc.
|
53,874 | $5,516,158 | |
| 7 | UNM |
Unum Group
|
33,838 | $3,025,116 | |
| 8 | GL |
Globe Life Inc.
|
5,392 | $963,441 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,034,772 | 227,292 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,475,909 | 182,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,129,659 | 272,393 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,971,699 | 321,639 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,675,983 | 250,751 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $5,592,479 | 155,736 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,213,362 | 101,336 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $3,219,248 | 102,166 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,264,876 | 104,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,890,349 | 59,203 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,524,119 | 93,590 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,224,992 | 211,624 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,333,339 | 129,400 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $2,649,478 | 117,912 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,060,076 | 99,612 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,925,938 | 66,635 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,835,391 | 39,243 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,376,224 | 36,356 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,355,717 | 34,511 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,529,515 | 36,793 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,962,085 | 47,137 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,407,790 | 38,667 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,973,707 | 39,231 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,091,596 | 34,842 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,241,988 | 33,759 | 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. | ||||||