Summit Financial’s Lineage Inc LINE Stock Holding History

Summit Financial’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	$548K	Sell	12,510 -55	-0.4%	-$2.16K	0.01%	1062
2026 Q1	$418K	Buy	12,565 +64	+0.5%	+$2.37K	0.01%	1048
2025 Q4	$444K	Sell	12,501 -20	-0.2%	-$739	0.01%	925
2025 Q3	$484K	Sell	12,521 -12,520	-50%	-$520K	0.01%	891
2025 Q2	$1.1M	Buy	25,041 +12,529	+100%	+$605K	0.02%	402
2025 Q1	$734K	Buy	12,512 +2	+0%	+$117	0.02%	433
2024 Q4	$739K	Hold	12,510	–	–	0.03%	377
2024 Q3	$985K	Buy	+12,510	New	+$1.05M	0.04%	263

Other funds holding LINE

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Summit Financial's LINE Position: Q2 2026 in Review

Summit Financial reduced its Lineage Inc (LINE) stake by 0.44% in Q2 2026, selling an estimated $2.16K and leaving 12,510 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #1062.

Summit Financial first reported a position in LINE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2025. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

Summit Financial held 12,510 shares of Lineage Inc worth $548K as of Q2 2026.
Summit Financial sold 55 Lineage Inc shares in Q2 2026, an estimated $2.16K.
Lineage Inc made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1062 holding.
Summit Financial first reported a position in Lineage Inc in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Lineage Inc position peaked at $1.1M in Q2 2025.
327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.