Creative Planning’s Lincoln Educational Services LINC Stock Holding History

Creative Planning’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
2026 Q2	$1.44M	Buy	28,761 +4,734	+20%	+$214K	﹤0.01%	2352
2026 Q1	$977K	Buy	24,027 +9,105	+61%	+$287K	﹤0.01%	2487
2025 Q4	$360K	Buy	14,922 +5,519	+59%	+$120K	﹤0.01%	3112
2025 Q3	$221K	Buy	+9,403	New	+$202K	﹤0.01%	3389
2017 Q3	–	Sell	-200	Closed	-$1K	–	2903
2017 Q2	$1K	Sell	200 -197	-50%	-$604	﹤0.01%	4456
2017 Q1	$1K	Buy	397 +97	+32%	+$208	﹤0.01%	4461
2016 Q4	$1K	Hold	300	–	–	﹤0.01%	4451
2016 Q3	$1K	Buy	+300	New	+$578	﹤0.01%	4402

Other funds holding LINC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Creative Planning's LINC Position: Q2 2026 in Review

Creative Planning increased its Lincoln Educational Services (LINC) stake by 20% in Q2 2026, buying an estimated $214K and bringing the position to 28,761 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Creative Planning first reported a position in LINC in Q3 2016 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold LINC as of Q2 2026.

Creative Planning held 28,761 shares of Lincoln Educational Services worth $1.44M as of Q2 2026.
Creative Planning bought 4,734 Lincoln Educational Services shares in Q2 2026, an estimated $214K.
Lincoln Educational Services made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2352 holding.
Creative Planning first reported a position in Lincoln Educational Services in Q3 2016 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.