Allworth Financial’s LendingTree TREE Stock Holding History

Allworth Financial’s Portfolio TREE Stock Details TREE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.4K	Buy	438 +21	+5%	+$849	﹤0.01%	3229
2026 Q1	$17.9K	Buy	417 +398	+2,095%	+$19K	﹤0.01%	3075
2025 Q4	$1.01K	Sell	19 -1	-5%	-$56	﹤0.01%	4349
2025 Q3	$1.29K	Buy	+20	New	+$1.15K	﹤0.01%	4174
2024 Q2	–	Sell	-685	Closed	-$29K	–	3788
2024 Q1	$29K	Hold	685	–	–	﹤0.01%	1556
2023 Q4	$20.8K	Hold	685	–	–	﹤0.01%	1631
2023 Q3	$10.6K	Hold	685	–	–	﹤0.01%	1820
2023 Q2	$15.1K	Buy	685 +682	+22,733%	+$14.5K	﹤0.01%	1707
2023 Q1	$80	Hold	3	–	–	﹤0.01%	3108
2022 Q4	$64	Sell	3 -5	-63%	-$114	﹤0.01%	2943
2022 Q3	$0	Buy	8 +6	+300%	+$234	﹤0.01%	3111
2022 Q2	$0	Buy	+2	New	+$148	﹤0.01%	2817

Other funds holding TREE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Allworth Financial's TREE Position: Q2 2026 in Review

Allworth Financial increased its LendingTree (TREE) stake by 5% in Q2 2026, buying an estimated $849 and bringing the position to 438 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

Allworth Financial first reported a position in TREE in Q2 2022 and has held it in 12 quarters since. The position peaked at $29K in Q1 2024. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Allworth Financial held 438 shares of LendingTree worth $19.4K as of Q2 2026.
Allworth Financial bought 21 LendingTree shares in Q2 2026, an estimated $849.
LendingTree made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3229 holding.
Allworth Financial first reported a position in LendingTree in Q2 2022 and has held it in 12 quarters since.
Allworth Financial's LendingTree position peaked at $29K in Q1 2024.
189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

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