Position in LNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$222,351
-$58,082 QoQ
Shares Held
6,290
-22.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#405
of 614 holders
Holding Since
Sep 2024
5 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 Investment Management, LLC holds $520,715 across 2 Insurance - Life names. LNC ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
|
2,914 | $298,364 | |
| 2 | LNC |
Lincoln National Corp
This page
|
6,290 | $222,351 |
All Filings in LNC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,351 | 6,290 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $280,433 | 8,105 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $291,050 | 8,105 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $372,370 | 11,743 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $385,808 | 12,244 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||