Position in LNC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$682,376
-$129,313 QoQ
Shares Held
19,222
+5.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,274,768 across 7 Insurance - Life names. LNC ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
263,327 | $25,724,388 | |
| 2 | AFL |
Aflac Inc
|
16,862 | $1,849,909 | |
| 3 | MET |
Metlife Inc
|
24,907 | $1,761,404 | |
| 4 | UNM |
Unum Group
|
10,180 | $743,432 | |
| 5 | LNC |
Lincoln National Corp
This page
|
19,222 | $682,376 | |
| 6 | JXN |
Jackson Financial Inc.
|
3,728 | $394,106 | |
| 7 | GNW |
Genworth Financial Inc
|
14,675 | $119,153 |
All Filings in LNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $682,376 | 19,222 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $811,689 | 18,228 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $769,774 | 19,087 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $673,693 | 19,471 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $694,317 | 19,335 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $604,833 | 19,074 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $643,369 | 20,418 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $641,621 | 20,631 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $596,864 | 18,693 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,339,222 | 49,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,090,977 | 44,187 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,163,347 | 45,161 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $553,930 | 24,652 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $646,871 | 21,057 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,271,483 | 279,469 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $12,085,788 | 258,409 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,242,116 | 172,003 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $8,130,312 | 119,108 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,530,443 | 22,261 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,380,594 | 21,970 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,261,839 | 20,264 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,299,557 | 25,831 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $699,222 | 22,318 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $656,370 | 17,841 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $352,240 | 13,383 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||