Global Retirement Partners, LLC
PensionPosition in LNC — Lincoln National Corp
CIK 1749744
San Rafael, CA
Position in LNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$147,621
-$14,512 QoQ
Shares Held
4,176
+14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#437
of 614 holders
Holding Since
Dec 2021
17 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, 2026Global Retirement Partners, LLC holds $5,901,181 across 14 Insurance - Life names. LNC ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
14,832 | $1,254,935 | |
| 2 | UNM |
Unum Group
|
11,774 | $1,052,595 | |
| 3 | AFL |
Aflac Inc
|
6,321 | $741,137 | |
| 4 | PRU |
Prudential Financial Inc
|
6,560 | $708,020 | |
| 5 | CNO |
CNO Financial Group, Inc.
|
10,520 | $536,309 | |
| 6 | PRI |
Primerica, Inc.
|
1,389 | $394,753 | |
| 7 | GL |
Globe Life Inc.
|
2,012 | $359,504 | |
| 8 | MFC |
Manulife Financial Corp
|
8,329 | $337,407 |
All Filings in LNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,621 | 4,176 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $162,133 | 3,641 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $53,396 | 1,324 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $48,301 | 1,396 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $44,140 | 1,392 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $48,619 | 1,543 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $52,465 | 1,687 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $53,227 | 1,667 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $33,901 | 1,257 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $40,096 | 1,624 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $51,957 | 2,017 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $41,232 | 1,835 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $21,596 | 703 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,378 | 373 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $17,164 | 367 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $22,549 | 345 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $1,774 | 26 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||