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LRI Investments’s Tiptree Inc TIPT Stock Holding History

LRI Investments’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 		– Sell
-190
Closed -$3.21K – 2005
2026
Q1 		$3.21K Buy
190
+35
+23% +$599 ﹤0.01% 1193
2025
Q4 		$2.83K Hold
155
– – ﹤0.01% 1149
2025
Q3 		$2.97K Hold
155
– – ﹤0.01% 1143
2025
Q2 		$3.65K Buy
+155
New +$3.46K ﹤0.01% 1084

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

LRI Investments's TIPT Position: Q2 2026 in Review

LRI Investments sold out of Tiptree Inc (TIPT) in Q2 2026, closing a stake of 190 shares — an estimated $3.21K sold.

LRI Investments first reported a position in TIPT in Q2 2025 and held it in 4 quarters. The position peaked at $3.65K in Q2 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • LRI Investments reported no remaining Tiptree Inc position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 190 Tiptree Inc shares in Q2 2026, an estimated $3.21K.
  • LRI Investments first reported a position in Tiptree Inc in Q2 2025 and held it in 4 quarters.
  • LRI Investments's Tiptree Inc position peaked at $3.65K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.