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Advisory Services Network’s Tiptree Inc TIPT Stock Holding History

Advisory Services Network’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,786
Closed -$166K – 4399
2026
Q1 		$166K Buy
+9,786
New +$167K ﹤0.01% 1924
2025
Q4 		– Sell
-9,786
Closed -$188K – 4030
2025
Q3 		$188K Sell
9,786
-2,621
-21% -$58.4K ﹤0.01% 1726
2025
Q2 		$258K Sell
12,407
-2
-0% -$45 ﹤0.01% 1507
2025
Q1 		$299K Buy
+12,409
New +$264K 0.01% 1299
2024
Q1 		– Sell
-6,014
Closed -$114K – 3458
2023
Q4 		$114K Buy
+6,014
New +$104K ﹤0.01% 1567
2023
Q3 		– Sell
-15,100
Closed -$227K – 1541
2023
Q2 		$227K Sell
15,100
-7,273
-33% -$101K 0.01% 1248
2023
Q1 		$326K Sell
22,373
-4,947
-18% -$75.3K 0.01% 1099
2022
Q4 		$378K Sell
27,320
-446
-2% -$5.74K 0.01% 986
2022
Q3 		$299K Buy
27,766
+4
+0% +$46 0.01% 1027
2022
Q2 		$295K Buy
27,762
+9,205
+50% +$103K 0.01% 1081
2022
Q1 		$238K Sell
18,557
-596
-3% -$7.67K 0.01% 1262
2021
Q4 		$265K Buy
+19,153
New +$268K 0.01% 1178

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Advisory Services Network's TIPT Position: Q2 2026 in Review

Advisory Services Network sold out of Tiptree Inc (TIPT) in Q2 2026, closing a stake of 9,786 shares — an estimated $166K sold.

Advisory Services Network first reported a position in TIPT in Q4 2021 and held it in 12 quarters. The position peaked at $378K in Q4 2022. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Advisory Services Network reported no remaining Tiptree Inc position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 9,786 Tiptree Inc shares in Q2 2026, an estimated $166K.
  • Advisory Services Network first reported a position in Tiptree Inc in Q4 2021 and held it in 12 quarters.
  • Advisory Services Network's Tiptree Inc position peaked at $378K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.