Position in LNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,069,584
+$243,996 QoQ
Shares Held
30,257
+30.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#206
of 614 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $10,015,280 across 10 Insurance - Life names. LNC ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNO |
CNO Financial Group, Inc.
|
74,994 | $3,823,194 | |
| 2 | JXN |
Jackson Financial Inc.
|
11,327 | $1,159,771 | |
| 3 | PRI |
Primerica, Inc.
|
3,992 | $1,134,526 | |
| 4 | LNC |
Lincoln National Corp
This page
|
30,257 | $1,069,584 | |
| 5 | PRU |
Prudential Financial Inc
|
9,320 | $1,005,907 | |
| 6 | GNW |
Genworth Financial Inc
|
76,531 | $724,748 | |
| 7 | MET |
Metlife Inc
|
7,847 | $663,934 | |
| 8 | UNM |
Unum Group
|
4,128 | $369,043 |
All Filings in LNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,584 | 30,257 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $825,588 | 23,256 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,060,303 | 23,811 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $928,638 | 23,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $811,093 | 23,442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $883,529 | 24,604 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $745,438 | 23,508 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||