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Parkside Financial Bank & Trust’s Tiptree Inc TIPT Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$593 Buy
+35
New +$599 ﹤0.01% 2525
2025
Q4 		– Sell
-25
Closed -$480 – 2797
2025
Q3 		$480 Hold
25
– – ﹤0.01% 2584
2025
Q2 		$589 Hold
25
– – ﹤0.01% 2450
2025
Q1 		$603 Buy
+25
New +$532 ﹤0.01% 2282

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
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Parkside Financial Bank & Trust's TIPT Position: Q1 2026 in Review

Parkside Financial Bank & Trust opened a new position in Tiptree Inc (TIPT) in Q1 2026: 35 shares worth $593. The stake represents ﹤0.01% of the portfolio and ranks #2525 among its holdings. This is a return to the name: Parkside Financial Bank & Trust previously reported a position in TIPT as recently as Q3 2025.

Parkside Financial Bank & Trust first reported a position in TIPT in Q1 2025 and has held it in 4 quarters since. The position peaked at $603 in Q1 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Parkside Financial Bank & Trust held 35 shares of Tiptree Inc worth $593 as of Q1 2026.
  • Tiptree Inc was a new Parkside Financial Bank & Trust position in Q1 2026.
  • Tiptree Inc made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2525 holding.
  • Parkside Financial Bank & Trust first reported a position in Tiptree Inc in Q1 2025 and has held it in 4 quarters since.
  • Parkside Financial Bank & Trust's Tiptree Inc position peaked at $603 in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.