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 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

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Mather Group's TREE Position: Q2 2026 in Review

Mather Group held its LendingTree (TREE) position steady in Q2 2026 at 9 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Mather Group first reported a position in TREE in Q1 2024 and has held it in 8 quarters since. The position peaked at $762 in Q2 2024. 190 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

Mather Group held 9 shares of LendingTree worth $399 as of Q2 2026.
Mather Group left its LendingTree share count unchanged in Q2 2026.
LendingTree made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1842 holding.
Mather Group first reported a position in LendingTree in Q1 2024 and has held it in 8 quarters since.
Mather Group's LendingTree position peaked at $762 in Q2 2024.
190 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.