BP
LINE

Ballentine Partners’s Lineage Inc LINE Stock Holding History

Ballentine Partners’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
13,266
+78
+0.6% +$3.07K 0.01% 521
2026
Q1 		$432K Buy
+13,188
New +$488K 0.01% 585
2025
Q2 		– Sell
-3,710
Closed -$218K – 1076
2025
Q1 		$218K Buy
+3,710
New +$216K ﹤0.01% 763

Other funds holding LINE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Ballentine Partners's LINE Position: Q2 2026 in Review

Ballentine Partners increased its Lineage Inc (LINE) stake by 0.59% in Q2 2026, buying an estimated $3.07K and bringing the position to 13,266 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #521.

Ballentine Partners first reported a position in LINE in Q1 2025 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • Ballentine Partners held 13,266 shares of Lineage Inc worth $574K as of Q2 2026.
  • Ballentine Partners bought 78 Lineage Inc shares in Q2 2026, an estimated $3.07K.
  • Lineage Inc made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #521 holding.
  • Ballentine Partners first reported a position in Lineage Inc in Q1 2025 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.