SF
LINE

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
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

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

Summit Financial's LINE Position: Q1 2026 in Review

Summit Financial increased its Lineage Inc (LINE) stake by 0.51% in Q1 2026, buying an estimated $2.37K and bringing the position to 12,565 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1048.

Summit Financial first reported a position in LINE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2025. 307 funds tracked by Wall St. Rank hold LINE as of Q1 2026.

  • Summit Financial held 12,565 shares of Lineage Inc worth $418K as of Q1 2026.
  • Summit Financial bought 64 Lineage Inc shares in Q1 2026, an estimated $2.37K.
  • Lineage Inc made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1048 holding.
  • Summit Financial first reported a position in Lineage Inc in Q3 2024 and has held it in 7 quarters since.
  • Summit Financial's Lineage Inc position peaked at $1.1M in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Lineage Inc as of Q1 2026.

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