Creative Planning
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's LINC Position: Q1 2026 in Review

Creative Planning increased its Lincoln Educational Services (LINC) stake by 61% in Q1 2026, buying an estimated $287K and bringing the position to 24,027 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

Creative Planning first reported a position in LINC in Q3 2016 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LINC as of Q1 2026.

  • Creative Planning held 24,027 shares of Lincoln Educational Services worth $977K as of Q1 2026.
  • Creative Planning bought 9,105 Lincoln Educational Services shares in Q1 2026, an estimated $287K.
  • Lincoln Educational Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2487 holding.
  • Creative Planning first reported a position in Lincoln Educational Services in Q3 2016 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.