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
Q2 		$50.4K Buy
1,240
+171
+16% +$6.91K ﹤0.01% 3124
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 $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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Jones Financial Companies's TREE Position: Q2 2026 in Review

Jones Financial Companies increased its LendingTree (TREE) stake by 16% in Q2 2026, buying an estimated $6.91K and bringing the position to 1,240 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Jones Financial Companies first reported a position in TREE in Q2 2024 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Jones Financial Companies held 1,240 shares of LendingTree worth $50.4K as of Q2 2026.
  • Jones Financial Companies bought 171 LendingTree shares in Q2 2026, an estimated $6.91K.
  • LendingTree made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3124 holding.
  • Jones Financial Companies first reported a position in LendingTree in Q2 2024 and has held it in 9 quarters since.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.