Root Financial Partners
LINE icon

Root Financial Partners’s Lineage Inc LINE Stock Holding History

Root Financial 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
Q3 		$48.9K Buy
+1,434
New +$58.3K ﹤0.01% 1100
2026
Q2 		– Sell
-599
Closed -$19.6K – 3340
2026
Q1 		$19.6K Buy
+599
New +$22.2K ﹤0.01% 1331

Other funds holding LINE

Vanguard Portfolio Management
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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Root Financial Partners's LINE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lineage Inc (LINE) in Q3 2026: 1,434 shares worth $48.9K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LINE as recently as Q1 2026.

Root Financial Partners first reported a position in LINE in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

  • Root Financial Partners held 1,434 shares of Lineage Inc worth $48.9K as of Q3 2026.
  • Lineage Inc was a new Root Financial Partners position in Q3 2026.
  • Lineage Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1100 holding.
  • Root Financial Partners first reported a position in Lineage Inc in Q1 2026 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.