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Empowered Funds’s Tiptree Inc TIPT Stock Holding History

Empowered Funds’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 		$2.01M Hold
119,019
– – 0.01% 1103
2025
Q4 		$2.17M Hold
119,019
– – 0.04% 461
2025
Q3 		$2.28M Buy
119,019
+507
+0.4% +$11.3K 0.02% 848
2025
Q2 		$2.79M Sell
118,512
-2,128
-2% -$47.5K 0.03% 677
2025
Q1 		$2.91M Buy
120,640
+2,227
+2% +$47.4K 0.04% 571
2024
Q4 		$2.47M Buy
118,413
+5,719
+5% +$120K 0.04% 641
2024
Q3 		$2.21M Sell
112,694
-55,259
-33% -$1.03M 0.03% 638
2024
Q2 		$2.77M Buy
167,953
+12,060
+8% +$202K 0.05% 501
2024
Q1 		$2.69M Buy
155,893
+11,725
+8% +$210K 0.05% 509
2023
Q4 		$2.73M Buy
144,168
+12,968
+10% +$224K 0.07% 412
2023
Q3 		$2.2M Buy
131,200
+10,744
+9% +$171K 0.06% 424
2023
Q2 		$1.81M Buy
+120,456
New +$1.68M 0.06% 429

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