Prospera Financial Services’s Tiptree Inc TIPT Stock Holding History

Prospera Financial Services’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	$688K	Hold	38,412	–	–	0.01%	918
2026 Q1	$650K	Hold	38,412	–	–	0.01%	896
2025 Q4	$702K	Sell	38,412 -35	-0.1%	-$638	0.01%	809
2025 Q3	$737K	Hold	38,447	–	–	0.01%	797
2025 Q2	$907K	Hold	38,447	–	–	0.02%	688
2025 Q1	$926K	Sell	38,447 -100	-0.3%	-$2.13K	0.02%	582
2024 Q4	$804K	Hold	38,547	–	–	0.02%	602
2024 Q3	$754K	Hold	38,547	–	–	0.02%	587
2024 Q2	$636K	Hold	38,547	–	–	0.02%	627
2024 Q1	$666K	Hold	38,547	–	–	0.02%	612
2023 Q4	$731K	Hold	38,547	–	–	0.02%	549
2023 Q3	$646K	Hold	38,547	–	–	0.03%	538
2023 Q2	$579K	Sell	38,547 -100	-0.3%	-$1.39K	0.02%	570
2023 Q1	$563K	Hold	38,647	–	–	0.02%	573
2022 Q4	$535K	Hold	38,647	–	–	0.03%	514
2022 Q3	$416K	Hold	38,647	–	–	0.02%	570
2022 Q2	$410K	Hold	38,647	–	–	0.02%	572
2022 Q1	$497K	Hold	38,647	–	–	0.02%	594
2021 Q4	$534K	Sell	38,647 -20,000	-34%	-$280K	0.02%	555
2021 Q3	$588K	Hold	58,647	–	–	0.03%	486
2021 Q2	$545K	Buy	58,647 +20,699	+55%	+$218K	0.03%	507
2021 Q1	$340K	Hold	37,948	–	–	0.02%	585
2020 Q4	$190K	Buy	+37,948	New	+$197K	0.01%	648
2020 Q3	–	Sell	-37,948	Closed	-$245K	–	1696
2020 Q2	$245K	Hold	37,948	–	–	0.02%	497
2020 Q1	$198K	Hold	37,948	–	–	0.02%	473
2019 Q4	$309K	Hold	37,948	–	–	0.02%	477
2019 Q3	$276K	Hold	37,948	–	–	0.03%	455
2019 Q2	$239K	Buy	+37,948	New	+$234K	0.03%	458
2019 Q1	–	Sell	-37,948	Closed	-$212K	–	434
2018 Q4	$212K	Hold	37,948	–	–	0.04%	356
2018 Q3	$258K	Hold	37,948	–	–	0.05%	344
2018 Q2	$258K	Hold	37,948	–	–	0.04%	383
2018 Q1	$241K	Hold	37,948	–	–	0.03%	387
2017 Q4	$226K	Sell	37,948 -6,129	-14%	-$40K	0.03%	356
2017 Q3	$276K	Hold	44,077	–	–	0.04%	341
2017 Q2	$311K	Sell	44,077 -402	-0.9%	-$2.72K	0.05%	304
2017 Q1	$324K	Buy	44,479 +19,149	+76%	+$126K	0.06%	254
2016 Q4	$156K	Sell	25,330 -5,215	-17%	-$32.4K	0.03%	368
2016 Q3	$181K	Sell	30,545 -21,001	-41%	-$116K	0.04%	358
2016 Q2	$282K	Sell	51,546 -490	-0.9%	-$2.67K	0.06%	257
2016 Q1	$297K	Sell	52,036 -8,317	-14%	-$49K	0.07%	216
2015 Q4	$371K	Sell	60,353 -13,991	-19%	-$94K	0.08%	166
2015 Q3	$476K	Sell	74,344 -21,284	-22%	-$133K	0.12%	122
2015 Q2	$693K	Sell	95,628 -2,150	-2%	-$14.5K	0.16%	100
2015 Q1	$648K	Buy	97,778 +3,355	+4%	+$23.9K	0.14%	103
2014 Q4	$765K	Buy	94,423 +31,426	+50%	+$242K	0.19%	86
2014 Q3	$520K	Hold	62,997	–	–	0.14%	125
2014 Q2	$548K	Buy	62,997 +14,379	+30%	+$133K	0.15%	112
2014 Q1	$365K	Buy	+48,618	New	+$363K	0.12%	134

Other funds holding TIPT

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Prospera Financial Services's TIPT Position: Q2 2026 in Review

Prospera Financial Services held its Tiptree Inc (TIPT) position steady in Q2 2026 at 38,412 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #918.

Prospera Financial Services first reported a position in TIPT in Q1 2014 and has held it in 48 quarters since. The position peaked at $926K in Q1 2025. 11 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Prospera Financial Services held 38,412 shares of Tiptree Inc worth $688K as of Q2 2026.
Prospera Financial Services left its Tiptree Inc share count unchanged in Q2 2026.
Tiptree Inc made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #918 holding.
Prospera Financial Services first reported a position in Tiptree Inc in Q1 2014 and has held it in 48 quarters since.
Prospera Financial Services's Tiptree Inc position peaked at $926K in Q1 2025.
11 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.