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Keating Financial Advisory Services’s Tiptree Inc TIPT Stock Holding History

Keating Financial Advisory Services’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 		$125 Hold
7
– – ﹤0.01% 2463
2026
Q1 		$118 Buy
+7
New +$120 ﹤0.01% 2402

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
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

Keating Financial Advisory Services's TIPT Position: Q2 2026 in Review

Keating Financial Advisory Services held its Tiptree Inc (TIPT) position steady in Q2 2026 at 7 shares worth $125. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Keating Financial Advisory Services first reported a position in TIPT in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Keating Financial Advisory Services held 7 shares of Tiptree Inc worth $125 as of Q2 2026.
  • Keating Financial Advisory Services left its Tiptree Inc share count unchanged in Q2 2026.
  • Tiptree Inc made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2463 holding.
  • Keating Financial Advisory Services first reported a position in Tiptree Inc in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.