Mather Group’s LendingTree TREE Stock Holding History

Mather 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 Q3	$220	Hold	9	–	–	﹤0.01%	2211
2026 Q2	$399	Hold	9	–	–	﹤0.01%	1842
2026 Q1	$386	Buy	+9	New	+$431	﹤0.01%	1817
2025 Q4	–	Sell	-9	Closed	-$583	–	1562
2025 Q3	$583	Buy	+9	New	+$519	﹤0.01%	1619
2025 Q2	–	Sell	-9	Closed	-$452	–	1629
2025 Q1	$452	Hold	9	–	–	﹤0.01%	1694
2024 Q4	$349	Hold	9	–	–	﹤0.01%	1680
2024 Q3	$522	Sell	9 -9	-50%	-$465	﹤0.01%	1611
2024 Q2	$762	Hold	18	–	–	﹤0.01%	2026
2024 Q1	$546	Buy	+18	New	+$630	﹤0.01%	1679

Other funds holding TREE

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group's TREE Position: Q3 2026 in Review

Mather Group held its LendingTree (TREE) position steady in Q3 2026 at 9 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

Mather Group first reported a position in TREE in Q1 2024 and has held it in 9 quarters since. The position peaked at $762 in Q2 2024. 27 funds tracked by Wall St. Rank hold TREE as of Q3 2026.

Mather Group held 9 shares of LendingTree worth $220 as of Q3 2026.
Mather Group left its LendingTree share count unchanged in Q3 2026.
LendingTree made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2211 holding.
Mather Group first reported a position in LendingTree in Q1 2024 and has held it in 9 quarters since.
Mather Group's LendingTree position peaked at $762 in Q2 2024.
27 funds tracked by Wall St. Rank held LendingTree as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.