OneDigital Investment Advisors LLC

Position in LNC — Lincoln National Corp

CIK 1690370 OVERLAND PARK, KS

Position in LNC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$208,671

-$131,738 QoQ

Shares Held

5,903

-38.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#415

of 614 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $6,534,826 across 6 Insurance - Life names. LNC ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	21,093	$2,473,154
2	PRI	Primerica, Inc.	6,283	$1,785,628
3	PRU	Prudential Financial Inc	10,542	$1,137,798
4	MET	Metlife Inc	6,351	$537,358
5	MFC	Manulife Financial Corp	9,682	$392,217
6	LNC	Lincoln National Corp This page	5,903	$208,671

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,671	5,903	-38.4%	Shares	Sole	2026-08-07
2026-03-31	$340,409	9,589	-11.9%	Shares	Sole	2026-05-08
2025-12-31	$484,798	10,887	-6.3%	Shares	Sole	2026-02-13
2025-09-30	$468,755	11,623	+10.3%	Shares	Sole	2025-11-10
2025-06-30	$364,753	10,542	+0.4%	Shares	Sole	2025-08-07
2025-03-31	$376,875	10,495	-0.2%	Shares	Sole	2025-04-29
2024-12-31	$333,335	10,512	-7.1%	Shares	Sole	2025-02-13
2024-09-30	$356,630	11,318	+54.1%	Shares	Sole	2024-11-06
2024-06-30	$228,460	7,346	+11.8%	Shares	Sole	2024-08-02
2024-03-31	$209,875	6,573	+118.7%	Shares	Sole	2024-05-10
2021-12-31	$205,121	3,005	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.