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Diversified Trust’s Lincoln Educational Services LINC Stock Holding History

Diversified Trust’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 		$765K Buy
15,338
+6,875
+81% +$311K 0.01% 603
2026
Q1 		$344K Buy
+8,463
New +$266K 0.01% 802

Other funds holding LINC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Diversified Trust's LINC Position: Q2 2026 in Review

Diversified Trust increased its Lincoln Educational Services (LINC) stake by 81% in Q2 2026, buying an estimated $311K and bringing the position to 15,338 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #603.

Diversified Trust first reported a position in LINC in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold LINC as of Q2 2026.

  • Diversified Trust held 15,338 shares of Lincoln Educational Services worth $765K as of Q2 2026.
  • Diversified Trust bought 6,875 Lincoln Educational Services shares in Q2 2026, an estimated $311K.
  • Lincoln Educational Services made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #603 holding.
  • Diversified Trust first reported a position in Lincoln Educational Services in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.