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 Q2	$2.3M	Buy	128,157 +9,138	+8%	+$158K	0.01%	1109
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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Empowered Funds's TIPT Position: Q2 2026 in Review

Empowered Funds increased its Tiptree Inc (TIPT) stake by 7.7% in Q2 2026, buying an estimated $158K and bringing the position to 128,157 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #1109.

Empowered Funds first reported a position in TIPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.91M in Q1 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Empowered Funds held 128,157 shares of Tiptree Inc worth $2.3M as of Q2 2026.
Empowered Funds bought 9,138 Tiptree Inc shares in Q2 2026, an estimated $158K.
Tiptree Inc made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1109 holding.
Empowered Funds first reported a position in Tiptree Inc in Q2 2023 and has held it in 13 quarters since.
Empowered Funds's Tiptree Inc position peaked at $2.91M in Q1 2025.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.