SFA
LINE

Sequoia Financial Advisors’s Lineage Inc LINE Stock Holding History

Sequoia Financial Advisors’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 		$232K Buy
+5,375
New +$211K ﹤0.01% 1865
2024
Q4 		– Sell
-304,834
Closed -$23.9M – 1437
2024
Q3 		$23.9M Buy
+304,834
New +$25.5M 0.26% 88

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

Sequoia Financial Advisors's LINE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Lineage Inc (LINE) in Q2 2026: 5,375 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in LINE as recently as Q3 2024.

Sequoia Financial Advisors first reported a position in LINE in Q3 2024 and has held it in 2 quarters since. The position peaked at $23.9M in Q3 2024. 30 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • Sequoia Financial Advisors held 5,375 shares of Lineage Inc worth $232K as of Q2 2026.
  • Lineage Inc was a new Sequoia Financial Advisors position in Q2 2026.
  • Lineage Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1865 holding.
  • Sequoia Financial Advisors first reported a position in Lineage Inc in Q3 2024 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Lineage Inc position peaked at $23.9M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.