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Larson Financial Group’s Tiptree Inc TIPT Stock Holding History

Larson Financial Group’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 		$55.1K Sell
3,073
-602
-16% -$10.4K ﹤0.01% 1480
2026
Q1 		$62.2K Buy
3,675
+2,887
+366% +$49.4K ﹤0.01% 1236
2025
Q4 		$14.4K Buy
788
+662
+525% +$12.1K ﹤0.01% 1912
2025
Q3 		$2.42K Buy
126
+83
+193% +$1.85K ﹤0.01% 2631
2025
Q2 		$1.01K Buy
+43
New +$960 ﹤0.01% 2650

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

Larson Financial Group's TIPT Position: Q2 2026 in Review

Larson Financial Group reduced its Tiptree Inc (TIPT) stake by 16% in Q2 2026, selling an estimated $10.4K and leaving 3,073 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Larson Financial Group first reported a position in TIPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $62.2K in Q1 2026. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Larson Financial Group held 3,073 shares of Tiptree Inc worth $55.1K as of Q2 2026.
  • Larson Financial Group sold 602 Tiptree Inc shares in Q2 2026, an estimated $10.4K.
  • Tiptree Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1480 holding.
  • Larson Financial Group first reported a position in Tiptree Inc in Q2 2025 and has held it in 5 quarters since.
  • Larson Financial Group's Tiptree Inc position peaked at $62.2K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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