CX Institutional

Position in LNC — Lincoln National Corp

CIK 1737089 AUBURN, IN

Position in LNC

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$60,872

+$451 QoQ

Shares Held

1,722

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#464

of 614 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CX Institutional holds $2,462,741 across 9 Insurance - Life names. LNC ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	8,557	$724,007
2	GL	Globe Life Inc.	3,022	$539,970
3	AFL	Aflac Inc	4,437	$520,238
4	PRU	Prudential Financial Inc	4,712	$508,566
5	LNC	Lincoln National Corp This page	1,722	$60,872
6	PRI	Primerica, Inc.	188	$53,429
7	MFC	Manulife Financial Corp	851	$34,474
8	UNM	Unum Group	223	$19,936

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,872	1,722	+1.2%	Shares	Sole	2026-07-02
2026-03-31	$60,421	1,702	-0.1%	Shares	Sole	2026-04-06
2025-12-31	$75,834	1,703	+1.1%	Shares	Sole	2026-02-02
2025-09-30	$67,956	1,685	0.0%	Shares	Sole	2025-10-23
2025-06-30	$58,301	1,685	+354.2%	Shares	Sole	2025-07-16
2025-03-31	$13,322	371	+59.2%	Shares	Sole	2025-04-15
2022-06-30	$10,897	233	-40.3%	Shares	Sole	2022-08-02
2021-09-30	$26,812	390	+19.3%	Shares	Sole	2021-11-10
2021-06-30	$20,548	327	+18.9%	Shares	Sole	2021-08-04
2021-03-31	$17,124	275	+21.1%	Shares	Sole	2021-04-15
2020-12-31	$11,420	227	+89.2%	Shares	Sole	2021-01-12
2020-09-30	$3,759	120	+9.1%	Shares	Sole	2020-10-13
2020-06-30	$4,046	110	+18.3%	Shares	Sole	2020-08-06
2020-03-31	$2,447	93	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.