IFP Advisors’s Tiptree Inc TIPT Stock Holding History

IFP 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	$9.18K	Buy	512 +505	+7,214%	+$8.73K	﹤0.01%	3456
2026 Q1	$118	Sell	7 -15	-68%	-$257	﹤0.01%	4711
2025 Q4	$402	Sell	22 -8	-27%	-$146	﹤0.01%	4336
2025 Q3	$575	Buy	30 +6	+25%	+$134	﹤0.01%	4130
2025 Q2	$802	Buy	+24	New	+$536	﹤0.01%	4292

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

IFP Advisors's TIPT Position: Q2 2026 in Review

IFP Advisors increased its Tiptree Inc (TIPT) stake by 7,214% in Q2 2026, buying an estimated $8.73K and bringing the position to 512 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

IFP Advisors first reported a position in TIPT in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

IFP Advisors held 512 shares of Tiptree Inc worth $9.18K as of Q2 2026.
IFP Advisors bought 505 Tiptree Inc shares in Q2 2026, an estimated $8.73K.
Tiptree Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3456 holding.
IFP Advisors first reported a position in Tiptree Inc in Q2 2025 and has held it in 5 quarters since.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.