KWM
TIPT icon

Kingsview Wealth Management’s Tiptree Inc TIPT Stock Holding History

Kingsview Wealth Management’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
2025
Q2 		– Sell
-11,929
Closed -$287K – 1221
2025
Q1 		$287K Buy
+11,929
New +$254K 0.01% 913
2021
Q3 		– Sell
-128,219
Closed -$1.22M – 1011
2021
Q2 		$1.22M Buy
+128,219
New +$1.35M 0.06% 321

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Kingsview Wealth Management's TIPT Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Tiptree Inc (TIPT) in Q2 2025, closing a stake of 11,929 shares — an estimated $287K sold.

Kingsview Wealth Management first reported a position in TIPT in Q2 2021 and held it in 2 quarters. The position peaked at $1.22M in Q2 2021. 143 funds tracked by Wall St. Rank hold TIPT as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Tiptree Inc position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,929 Tiptree Inc shares in Q2 2025, an estimated $287K.
  • Kingsview Wealth Management first reported a position in Tiptree Inc in Q2 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Tiptree Inc position peaked at $1.22M in Q2 2021.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.