IWC
LINE

Integrated Wealth Concepts’s Lineage Inc LINE Stock Holding History

Integrated Wealth Concepts’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 		$650K Buy
15,039
+7,386
+97% +$291K ﹤0.01% 1499
2026
Q1 		$251K Buy
+7,653
New +$283K ﹤0.01% 1963

Other funds holding LINE

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's LINE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Lineage Inc (LINE) stake by 97% in Q2 2026, buying an estimated $291K and bringing the position to 15,039 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Integrated Wealth Concepts first reported a position in LINE in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • Integrated Wealth Concepts held 15,039 shares of Lineage Inc worth $650K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,386 Lineage Inc shares in Q2 2026, an estimated $291K.
  • Lineage Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1499 holding.
  • Integrated Wealth Concepts first reported a position in Lineage Inc in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.