MAI Capital Management’s Tiptree Inc TIPT Stock Holding History

MAI Capital 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
2026 Q2	–	Sell	-41	Closed	-$694	–	4474
2026 Q1	$694	Buy	41 +4	+11%	+$68	﹤0.01%	4303
2025 Q4	$676	Buy	+37	New	+$674	﹤0.01%	3754

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

MAI Capital Management's TIPT Position: Q2 2026 in Review

MAI Capital Management sold out of Tiptree Inc (TIPT) in Q2 2026, closing a stake of 41 shares — an estimated $694 sold.

MAI Capital Management first reported a position in TIPT in Q4 2025 and held it in 2 quarters. The position peaked at $694 in Q1 2026. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

MAI Capital Management reported no remaining Tiptree Inc position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 41 Tiptree Inc shares in Q2 2026, an estimated $694.
MAI Capital Management first reported a position in Tiptree Inc in Q4 2025 and held it in 2 quarters.
MAI Capital Management's Tiptree Inc position peaked at $694 in Q1 2026.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.