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Larson Financial Group’s LendingTree TREE Stock Holding History

Larson Financial Group’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 		$10.2K Sell
230
-307
-57% -$12.4K ﹤0.01% 2395
2026
Q1 		$23K Buy
537
+202
+60% +$9.66K ﹤0.01% 1770
2025
Q4 		$17.8K Buy
335
+84
+33% +$4.71K ﹤0.01% 1786
2025
Q3 		$16.2K Buy
251
+140
+126% +$8.07K ﹤0.01% 1755
2025
Q2 		$4.12K Buy
111
+99
+825% +$4K ﹤0.01% 2154
2025
Q1 		$603 Buy
+12
New +$535 ﹤0.01% 2526
2024
Q2 		– Sell
-128
Closed -$5.42K – 2496
2024
Q1 		$5.42K Buy
+128
New +$4.48K ﹤0.01% 1182

Other funds holding TREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

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

Larson Financial Group reduced its LendingTree (TREE) stake by 57% in Q2 2026, selling an estimated $12.4K and leaving 230 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Larson Financial Group first reported a position in TREE in Q1 2024 and has held it in 7 quarters since. The position peaked at $23K in Q1 2026. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Larson Financial Group held 230 shares of LendingTree worth $10.2K as of Q2 2026.
  • Larson Financial Group sold 307 LendingTree shares in Q2 2026, an estimated $12.4K.
  • LendingTree made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2395 holding.
  • Larson Financial Group first reported a position in LendingTree in Q1 2024 and has held it in 7 quarters since.
  • Larson Financial Group's LendingTree position peaked at $23K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

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