AF
TIPT icon

Allworth Financial’s Tiptree Inc TIPT Stock Holding History

Allworth Financial’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
Q1 		$2.2K Sell
130
-20
-13% -$342 ﹤0.01% 4327
2025
Q4 		$2.74K Buy
150
+31
+26% +$565 ﹤0.01% 3998
2025
Q3 		$2.28K Buy
119
+90
+310% +$2K ﹤0.01% 3942
2025
Q2 		$684 Buy
29
+11
+61% +$246 ﹤0.01% 4059
2025
Q1 		$408 Sell
18
-6
-25% -$128 ﹤0.01% 3734
2024
Q4 		$481 Buy
24
+6
+33% +$126 ﹤0.01% 3613
2024
Q3 		$353 Hold
18
– – ﹤0.01% 3503
2024
Q2 		$317 Hold
18
– – ﹤0.01% 3484
2024
Q1 		$312 Buy
+18
New +$323 ﹤0.01% 3389

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return