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Pinnacle Wealth Planning Services’s LendingTree TREE Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$7.98K Hold
186
– – ﹤0.01% 2096
2025
Q4 		$9.88K Buy
+186
New +$10.4K ﹤0.01% 2019
2021
Q1 		– Sell
-11
Closed -$3K – 1801
2020
Q4 		$3K Buy
+11
New +$3.27K ﹤0.01% 1865

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's TREE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its LendingTree (TREE) position steady in Q1 2026 at 186 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Pinnacle Wealth Planning Services first reported a position in TREE in Q4 2020 and has held it in 3 quarters since. The position peaked at $9.88K in Q4 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 186 shares of LendingTree worth $7.98K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its LendingTree share count unchanged in Q1 2026.
  • LendingTree made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2096 holding.
  • Pinnacle Wealth Planning Services first reported a position in LendingTree in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's LendingTree position peaked at $9.88K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.