Raymond James Financial
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Raymond James Financial’s Tiptree Inc TIPT Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-39,456
Closed -$930K – 6613
2025
Q2 		$930K Sell
39,456
-4,212
-10% -$94K ﹤0.01% 3636
2025
Q1 		$1.05M Buy
43,668
+12,890
+42% +$274K ﹤0.01% 3449
2024
Q4 		$642K Buy
+30,778
New +$644K ﹤0.01% 3749

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Raymond James Financial's TIPT Position: Q3 2025 in Review

Raymond James Financial sold out of Tiptree Inc (TIPT) in Q3 2025, closing a stake of 39,456 shares — an estimated $930K sold.

Raymond James Financial first reported a position in TIPT in Q4 2024 and held it in 3 quarters. The position peaked at $1.05M in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q3 2025.

  • Raymond James Financial reported no remaining Tiptree Inc position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 39,456 Tiptree Inc shares in Q3 2025, an estimated $930K.
  • Raymond James Financial first reported a position in Tiptree Inc in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Tiptree Inc position peaked at $1.05M in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.