EverSource Wealth Advisors’s Tiptree Inc TIPT Stock Holding History

EverSource Wealth Advisors’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	$5.79K	Buy	323 +116	+56%	+$2K	﹤0.01%	3214
2026 Q1	$3.5K	Sell	207 -105	-34%	-$1.8K	﹤0.01%	3427
2025 Q4	$5.7K	Buy	312 +3	+1%	+$55	﹤0.01%	3071
2025 Q3	$5.92K	Sell	309 -113	-27%	-$2.52K	﹤0.01%	3082
2025 Q2	$9.95K	Buy	422 +319	+310%	+$7.12K	﹤0.01%	2808
2025 Q1	$2.48K	Buy	103 +13	+14%	+$276	﹤0.01%	2835
2024 Q4	$1.88K	Buy	90 +26	+41%	+$544	﹤0.01%	2737
2024 Q3	$1.25K	Hold	64	–	–	﹤0.01%	2670
2024 Q2	$1.26K	Hold	64	–	–	﹤0.01%	2684
2024 Q1	$1.02K	Hold	64	–	–	﹤0.01%	2574
2023 Q4	$1.21K	Hold	64	–	–	﹤0.01%	2332
2023 Q3	$1.07K	Sell	64 -9	-12%	-$143	﹤0.01%	2174
2023 Q2	$1.1K	Buy	+73	New	+$1.02K	﹤0.01%	2193

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

EverSource Wealth Advisors's TIPT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Tiptree Inc (TIPT) stake by 56% in Q2 2026, buying an estimated $2K and bringing the position to 323 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

EverSource Wealth Advisors first reported a position in TIPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.95K in Q2 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

EverSource Wealth Advisors held 323 shares of Tiptree Inc worth $5.79K as of Q2 2026.
EverSource Wealth Advisors bought 116 Tiptree Inc shares in Q2 2026, an estimated $2K.
Tiptree Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3214 holding.
EverSource Wealth Advisors first reported a position in Tiptree Inc in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's Tiptree Inc position peaked at $9.95K in Q2 2025.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.