Jones Financial Companies
TREE icon

Jones Financial Companies’s LendingTree TREE Stock Holding History

Jones Financial Companies’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 		$44.6K Buy
1,069
+414
+63% +$19.8K ﹤0.01% 2988
2025
Q4 		$34.8K Sell
655
-40
-6% -$2.24K ﹤0.01% 2694
2025
Q3 		$49K Buy
695
+50
+8% +$2.88K ﹤0.01% 2388
2025
Q2 		$23.8K Buy
645
+92
+17% +$3.71K ﹤0.01% 2520
2025
Q1 		$28.4K Buy
553
+253
+84% +$11.3K ﹤0.01% 2293
2024
Q4 		$11.6K Buy
300
+215
+253% +$10.3K ﹤0.01% 2468
2024
Q3 		$4.8K Sell
85
-915
-92% -$47.3K ﹤0.01% 2457
2024
Q2 		$41.6K Buy
+1,000
New +$42.2K ﹤0.01% 1315

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's TREE Position: Q1 2026 in Review

Jones Financial Companies increased its LendingTree (TREE) stake by 63% in Q1 2026, buying an estimated $19.8K and bringing the position to 1,069 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Jones Financial Companies first reported a position in TREE in Q2 2024 and has held it in 8 quarters since. The position peaked at $49K in Q3 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Jones Financial Companies held 1,069 shares of LendingTree worth $44.6K as of Q1 2026.
  • Jones Financial Companies bought 414 LendingTree shares in Q1 2026, an estimated $19.8K.
  • LendingTree made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2988 holding.
  • Jones Financial Companies first reported a position in LendingTree in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's LendingTree position peaked at $49K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.