KAS
TREE icon

Kestra Advisory Services’s LendingTree TREE Stock Holding History

Kestra Advisory Services’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
-393
Closed -$20.9K – 4310
2025
Q4 		$20.9K Buy
+393
New +$22K ﹤0.01% 4493
2025
Q2 		– Sell
-5,436
Closed -$273K – 2985
2025
Q1 		$273K Sell
5,436
-1,520
-22% -$67.7K ﹤0.01% 2236
2024
Q4 		$270K Buy
+6,956
New +$333K ﹤0.01% 2311

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

Kestra Advisory Services's TREE Position: Q1 2026 in Review

Kestra Advisory Services sold out of LendingTree (TREE) in Q1 2026, closing a stake of 393 shares — an estimated $20.9K sold.

Kestra Advisory Services first reported a position in TREE in Q4 2024 and held it in 3 quarters. The position peaked at $273K in Q1 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Kestra Advisory Services reported no remaining LendingTree position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 393 LendingTree shares in Q1 2026, an estimated $20.9K.
  • Kestra Advisory Services first reported a position in LendingTree in Q4 2024 and held it in 3 quarters.
  • Kestra Advisory Services's LendingTree position peaked at $273K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.