BRWA
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B. Riley Wealth Advisors’s Lincoln Educational Services LINC Stock Holding History

B. Riley Wealth Advisors’s Portfolio LINC Stock Details LINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-34,840
Closed -$553K – 1243
2025
Q1 		$553K Buy
34,840
+6,240
+22% +$102K 0.02% 721
2024
Q4 		$452K Buy
+28,600
New +$416K 0.01% 731

Other funds holding LINC

JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

B. Riley Wealth Advisors's LINC Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Lincoln Educational Services (LINC) in Q2 2025, closing a stake of 34,840 shares — an estimated $553K sold.

B. Riley Wealth Advisors first reported a position in LINC in Q4 2024 and held it in 2 quarters. The position peaked at $553K in Q1 2025. 139 funds tracked by Wall St. Rank hold LINC as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Lincoln Educational Services position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 34,840 Lincoln Educational Services shares in Q2 2025, an estimated $553K.
  • B. Riley Wealth Advisors first reported a position in Lincoln Educational Services in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Lincoln Educational Services position peaked at $553K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.