Farther Finance Advisors
TIPT icon

Farther Finance Advisors’s Tiptree Inc TIPT Stock Holding History

Farther Finance 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
Q3 		$3.35K Buy
197
+45
+30% +$806 ﹤0.01% 5196
2026
Q2 		$2.72K Buy
152
+2
+1% +$35 ﹤0.01% 5054
2026
Q1 		$2.5K Sell
150
-134
-47% -$2.29K ﹤0.01% 4814
2025
Q4 		$5.19K Buy
284
+279
+5,580% +$5.08K ﹤0.01% 4290
2025
Q3 		$96 Sell
5
-73
-94% -$1.63K ﹤0.01% 4825
2025
Q2 		$1.84K Sell
78
-94
-55% -$2.1K ﹤0.01% 3727
2025
Q1 		$4.09K Buy
+172
New +$3.66K ﹤0.01% 3146

Other funds holding TIPT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's TIPT Position: Q3 2026 in Review

Farther Finance Advisors increased its Tiptree Inc (TIPT) stake by 30% in Q3 2026, buying an estimated $806 and bringing the position to 197 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #5196.

Farther Finance Advisors first reported a position in TIPT in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.19K in Q4 2025. 7 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

  • Farther Finance Advisors held 197 shares of Tiptree Inc worth $3.35K as of Q3 2026.
  • Farther Finance Advisors bought 45 Tiptree Inc shares in Q3 2026, an estimated $806.
  • Tiptree Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5196 holding.
  • Farther Finance Advisors first reported a position in Tiptree Inc in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's Tiptree Inc position peaked at $5.19K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.