LPL Financial
TIPT icon

LPL Financial’s Tiptree Inc TIPT Stock Holding History

LPL Financial’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 		$591K Buy
32,953
+16,723
+103% +$289K ﹤0.01% 4877
2026
Q1 		$275K Buy
16,230
+1,200
+8% +$20.5K ﹤0.01% 5248
2025
Q4 		$275K Buy
+15,030
New +$274K ﹤0.01% 5217
2021
Q3 		– Sell
-12,627
Closed -$117K – 4414
2021
Q2 		$117K Sell
12,627
-8,500
-40% -$89.7K ﹤0.01% 4037
2021
Q1 		$189K Buy
+21,127
New +$122K ﹤0.01% 3782
2018
Q2 		– Sell
-135,873
Closed -$863K – 3280
2018
Q1 		$863K Hold
135,873
– – ﹤0.01% 1721
2017
Q4 		$808K Buy
+135,873
New +$886K ﹤0.01% 1689

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

LPL Financial's TIPT Position: Q2 2026 in Review

LPL Financial increased its Tiptree Inc (TIPT) stake by 103% in Q2 2026, buying an estimated $289K and bringing the position to 32,953 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #4877.

LPL Financial first reported a position in TIPT in Q4 2017 and has held it in 7 quarters since. The position peaked at $863K in Q1 2018. 141 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • LPL Financial held 32,953 shares of Tiptree Inc worth $591K as of Q2 2026.
  • LPL Financial bought 16,723 Tiptree Inc shares in Q2 2026, an estimated $289K.
  • Tiptree Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4877 holding.
  • LPL Financial first reported a position in Tiptree Inc in Q4 2017 and has held it in 7 quarters since.
  • LPL Financial's Tiptree Inc position peaked at $863K in Q1 2018.
  • 141 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.