Jones Financial Companies
LINE

Jones Financial Companies’s Lineage Inc LINE Stock Holding History

Jones Financial Companies’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
Q1 		$21K Sell
660
-170
-20% -$6.3K ﹤0.01% 3275
2025
Q4 		$29.1K Buy
830
+165
+25% +$6.1K ﹤0.01% 2776
2025
Q3 		$25.4K Buy
665
+300
+82% +$12.5K ﹤0.01% 2668
2025
Q2 		$16.1K Buy
365
+308
+540% +$14.9K ﹤0.01% 2693
2025
Q1 		$3.36K Buy
+57
New +$3.32K ﹤0.01% 3092

Other funds holding LINE

DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies's LINE Position: Q1 2026 in Review

Jones Financial Companies reduced its Lineage Inc (LINE) stake by 20% in Q1 2026, selling an estimated $6.3K and leaving 660 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3275.

Jones Financial Companies first reported a position in LINE in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.1K in Q4 2025. 307 funds tracked by Wall St. Rank hold LINE as of Q1 2026.

  • Jones Financial Companies held 660 shares of Lineage Inc worth $21K as of Q1 2026.
  • Jones Financial Companies sold 170 Lineage Inc shares in Q1 2026, an estimated $6.3K.
  • Lineage Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3275 holding.
  • Jones Financial Companies first reported a position in Lineage Inc in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Lineage Inc position peaked at $29.1K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held Lineage Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.