Position in LNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,082,503
-$163,014 QoQ
Shares Held
58,911
-6.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#145
of 614 holders
Holding Since
Jun 2022
16 quarters on record
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $34,140,560 across 10 Insurance - Life names. LNC ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
58,093 | $6,811,404 | |
| 2 | PRU |
Prudential Financial Inc
|
52,711 | $5,689,098 | |
| 3 | MFC |
Manulife Financial Corp
|
132,305 | $5,359,675 | |
| 4 | GL |
Globe Life Inc.
|
27,008 | $4,825,789 | |
| 5 | MET |
Metlife Inc
|
57,015 | $4,824,039 | |
| 6 | JXN |
Jackson Financial Inc.
|
33,301 | $3,409,689 | |
| 7 | LNC |
Lincoln National Corp
This page
|
58,911 | $2,082,503 | |
| 8 | UNM |
Unum Group
|
6,342 | $566,974 |
All Filings in LNC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,082,503 | 58,911 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,245,517 | 63,254 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,121,720 | 47,647 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,841,548 | 45,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,007,076 | 58,008 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,817,943 | 50,625 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,937,385 | 61,097 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,278,896 | 40,587 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,168,769 | 37,581 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,046,218 | 32,766 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $584,062 | 21,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $692,875 | 28,063 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $427,384 | 16,591 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $219,509 | 9,769 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $439,019 | 14,291 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $243,344 | 5,203 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||