Prestige Wealth Management Group LLC
Position in LNC — Lincoln National Corp
CIK 1772715
FLEMINGTON, NJ
Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,832
+$1,075 QoQ
Shares Held
165
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#535
of 614 holders
Holding Since
Dec 2020
23 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, 2026Prestige Wealth Management Group LLC holds $153,406 across 9 Insurance - Life names. LNC ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
1,085 | $117,104 | |
| 2 | AFL |
Aflac Inc
|
93 | $10,904 | |
| 3 | MET |
Metlife Inc
|
119 | $10,068 | |
| 4 | LNC |
Lincoln National Corp
This page
|
165 | $5,832 | |
| 5 | MFC |
Manulife Financial Corp
|
100 | $4,051 | |
| 6 | JXN |
Jackson Financial Inc.
|
22 | $2,252 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
24 | $1,519 | |
| 8 | GNW |
Genworth Financial Inc
|
111 | $1,051 |
All Filings in LNC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,832 | 165 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,757 | 134 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,210 | 117 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,718 | 117 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $4,048 | 117 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $4,201 | 117 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $3,710 | 117 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $3,686 | 117 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $3,638 | 117 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $3,735 | 117 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $3,155 | 117 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,555 | 63 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $1,622 | 63 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $4,606 | 205 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $276 | 9 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $746 | 17 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $2,619 | 56 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,111 | 17 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $1,160 | 17 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,168 | 17 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,068 | 17 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,058 | 17 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $855 | 17 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||