Kestra Private Wealth Services’s LendingTree TREE Stock Holding History

Kestra Private Wealth 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 Q2	–	Sell	-17,027	Closed	-$730K	–	1907
2026 Q1	$730K	Buy	+17,027	New	+$815K	0.01%	1003

Other funds holding TREE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Kestra Private Wealth Services's TREE Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of LendingTree (TREE) in Q2 2026, closing a stake of 17,027 shares — an estimated $730K sold.

Kestra Private Wealth Services first reported a position in TREE in Q1 2026 and held it in 1 quarter. The position peaked at $730K in Q1 2026. 34 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Kestra Private Wealth Services reported no remaining LendingTree position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 17,027 LendingTree shares in Q2 2026, an estimated $730K.
Kestra Private Wealth Services first reported a position in LendingTree in Q1 2026 and held it in 1 quarter.
Kestra Private Wealth Services's LendingTree position peaked at $730K in Q1 2026.
34 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.