Bell Investment Advisors, Inc

Position in LNC — Lincoln National Corp

CIK 1890149 ORINDA, CA

Position in LNC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$8,130

-$3,230 QoQ

Shares Held

230

-28.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#525

of 614 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $235,091 across 14 Insurance - Life names. LNC ranks #9 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	682	$79,964
2	MET	Metlife Inc	489	$41,374
3	JXN	Jackson Financial Inc.	229	$23,447
4	UNM	Unum Group	200	$17,880
5	MFC	Manulife Financial Corp	430	$17,419
6	CNO	CNO Financial Group, Inc.	234	$11,929
7	PRU	Prudential Financial Inc	97	$10,469
8	GNW	Genworth Financial Inc	993	$9,403

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,130	230	-28.1%	Shares	Sole	2026-08-07
2026-03-31	$11,360	320	-7.2%	Shares	Sole	2026-04-17
2025-12-31	$15,362	345	+18.6%	Shares	Sole	2026-02-24
2025-09-30	$11,736	291	0.0%	Shares	Sole	2025-11-21
2025-06-30	$10,068	291	+31.1%	Shares	Sole	2025-08-11
2025-03-31	$7,972	222	+6.7%	Shares	Sole	2025-05-16
2024-12-31	$6,595	208	+100.0%	Shares	Sole	2025-02-07
2024-09-30	$3,277	104	+116.7%	Shares	Sole	2024-11-13
2024-06-30	$1,492	48	0.0%	Shares	Sole	2024-08-08
2024-03-31	$1,532	48	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,294	48	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,185	48	-53.4%	Shares	Sole	2023-11-08
2023-06-30	$2,653	103	+243.3%	Shares	Sole	2023-08-09
2023-03-31	$674	30	-70.3%	Shares	Sole	2023-05-10
2022-06-30	$4,723	101	+180.6%	Shares	Sole	2022-08-12
2021-12-31	$2,457	36	-18.2%	Shares	Sole	2022-02-14
2021-09-30	$3,025	44	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.