Position in LNC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,795,497
+$68,138 QoQ
Shares Held
50,792
+4.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 614 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $18,516,646 across 9 Insurance - Life names. LNC ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
64,559 | $6,610,196 | |
| 2 | AFL |
Aflac Inc
|
44,220 | $5,184,795 | |
| 3 | LNC |
Lincoln National Corp
This page
|
50,792 | $1,795,497 | |
| 4 | MET |
Metlife Inc
|
18,305 | $1,548,786 | |
| 5 | PRU |
Prudential Financial Inc
|
11,141 | $1,202,448 | |
| 6 | PRI |
Primerica, Inc.
|
3,059 | $869,367 | |
| 7 | MFC |
Manulife Financial Corp
|
18,739 | $759,116 | |
| 8 | UNM |
Unum Group
|
3,616 | $323,270 |
All Filings in LNC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,497 | 50,792 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,727,359 | 48,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,100,702 | 47,175 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,904,503 | 47,223 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,246,612 | 64,931 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,949,158 | 54,279 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,697,816 | 53,542 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,518,813 | 48,201 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,409,731 | 45,329 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,449,653 | 45,401 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,178,400 | 43,693 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,081,150 | 43,789 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $222,887 | 5,076 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $304,659 | 6,514 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,227,019 | 49,373 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $516,318 | 7,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $535,493 | 7,789 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $591,261 | 9,409 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||