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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
Q2 		$16.2K Buy
903
+773
+595% +$13.4K ﹤0.01% 3367
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 $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

Allworth Financial's TIPT Position: Q2 2026 in Review

Allworth Financial increased its Tiptree Inc (TIPT) stake by 595% in Q2 2026, buying an estimated $13.4K and bringing the position to 903 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

Allworth Financial first reported a position in TIPT in Q1 2024 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Allworth Financial held 903 shares of Tiptree Inc worth $16.2K as of Q2 2026.
  • Allworth Financial bought 773 Tiptree Inc shares in Q2 2026, an estimated $13.4K.
  • Tiptree Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3367 holding.
  • Allworth Financial first reported a position in Tiptree Inc in Q1 2024 and has held it in 10 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.