Commonwealth Retirement Investments LLC
PensionPosition in LNC — Lincoln National Corp
CIK 1963787
RICHMOND, VA
Position in LNC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$76,850
-$19,958 QoQ
Shares Held
2,174
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#454
of 613 holders
Holding Since
Dec 2025
2 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, 2026Commonwealth Retirement Investments LLC holds $9,249,211 across 7 Insurance - Life names. LNC ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
46,359 | $3,922,434 | |
| 2 | AFL |
Aflac Inc
|
27,381 | $3,210,422 | |
| 3 | PRU |
Prudential Financial Inc
|
18,868 | $2,036,423 | |
| 4 | LNC |
Lincoln National Corp
This page
|
2,174 | $76,850 | |
| 5 | BHF |
Brighthouse Financial, Inc.
|
32 | $2,025 | |
| 6 | FG |
F&G Annuities & Life, Inc.
|
22 | $584 | |
| 7 | GNW |
Genworth Financial Inc
|
50 | $473 |
All Filings in LNC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,850 | 2,174 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $96,808 | 2,174 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||