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Independent Financial Group’s LendingTree TREE Stock Holding History

Independent Financial Group’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,970
Closed -$423K – 1526
2025
Q4 		$423K Buy
+7,970
New +$447K 0.01% 976

Other funds holding TREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's TREE Position: Q1 2026 in Review

Independent Financial Group sold out of LendingTree (TREE) in Q1 2026, closing a stake of 7,970 shares — an estimated $423K sold.

Independent Financial Group first reported a position in TREE in Q4 2025 and held it in 1 quarter. The position peaked at $423K in Q4 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Independent Financial Group reported no remaining LendingTree position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 7,970 LendingTree shares in Q1 2026, an estimated $423K.
  • Independent Financial Group first reported a position in LendingTree in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's LendingTree position peaked at $423K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.