HSBC Holdings
TIPT icon

HSBC Holdings’s Tiptree Inc TIPT Stock Holding History

HSBC Holdings’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 		$560K Buy
32,962
+9,118
+38% +$156K ﹤0.01% 2174
2025
Q4 		$436K Buy
+23,844
New +$434K ﹤0.01% 2380
2025
Q3 		– Sell
-19,936
Closed -$473K – 3126
2025
Q2 		$473K Sell
19,936
-5,475
-22% -$122K ﹤0.01% 2189
2025
Q1 		$621K Sell
25,411
-569
-2% -$12.1K ﹤0.01% 1977
2024
Q4 		$544K Buy
25,980
+6,249
+32% +$131K ﹤0.01% 2128
2024
Q3 		$385K Buy
19,731
+1,168
+6% +$21.7K ﹤0.01% 2161
2024
Q2 		$302K Buy
18,563
+3,342
+22% +$55.9K ﹤0.01% 2269
2024
Q1 		$263K Buy
15,221
+144
+1% +$2.58K ﹤0.01% 2526
2023
Q4 		$284K Sell
15,077
-3,850
-20% -$66.6K ﹤0.01% 2311
2023
Q3 		$319K Buy
18,927
+1,595
+9% +$25.3K ﹤0.01% 2191
2023
Q2 		$261K Buy
+17,332
New +$241K ﹤0.01% 2213
2021
Q2 		– Sell
-19,371
Closed -$176K – 3085
2021
Q1 		$176K Sell
19,371
-43,572
-69% -$252K ﹤0.01% 2570
2020
Q4 		$317K Buy
62,943
+25,431
+68% +$132K ﹤0.01% 2532
2020
Q3 		$188K Buy
37,512
+3,601
+11% +$19.5K ﹤0.01% 2493
2020
Q2 		$219K Buy
33,911
+25
+0.1% +$147 ﹤0.01% 2310
2020
Q1 		$182K Sell
33,886
-106
-0.3% -$713 ﹤0.01% 2329
2019
Q4 		$277K Sell
33,992
-24,736
-42% -$189K ﹤0.01% 2611
2019
Q3 		$428K Buy
+58,728
New +$397K ﹤0.01% 2415

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

HSBC Holdings's TIPT Position: Q1 2026 in Review

HSBC Holdings increased its Tiptree Inc (TIPT) stake by 38% in Q1 2026, buying an estimated $156K and bringing the position to 32,962 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

HSBC Holdings first reported a position in TIPT in Q3 2019 and has held it in 18 quarters since. The position peaked at $621K in Q1 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • HSBC Holdings held 32,962 shares of Tiptree Inc worth $560K as of Q1 2026.
  • HSBC Holdings bought 9,118 Tiptree Inc shares in Q1 2026, an estimated $156K.
  • Tiptree Inc made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2174 holding.
  • HSBC Holdings first reported a position in Tiptree Inc in Q3 2019 and has held it in 18 quarters since.
  • HSBC Holdings's Tiptree Inc position peaked at $621K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.