Raymond James Financial
TREE icon

Raymond James Financial’s LendingTree TREE Stock Holding History

Raymond James Financial’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 		$2.69M Buy
60,846
+27,343
+82% +$1.11M ﹤0.01% 3267
2026
Q1 		$1.44M Sell
33,503
-3,831
-10% -$183K ﹤0.01% 3599
2025
Q4 		$1.98M Buy
37,334
+1,013
+3% +$56.8K ﹤0.01% 3285
2025
Q3 		$2.35M Buy
36,321
+1,781
+5% +$103K ﹤0.01% 3054
2025
Q2 		$1.28M Buy
34,540
+2,035
+6% +$82.2K ﹤0.01% 3411
2025
Q1 		$1.63M Buy
32,505
+131
+0.4% +$5.84K ﹤0.01% 3136
2024
Q4 		$1.25M Buy
+32,374
New +$1.55M ﹤0.01% 3297

Other funds holding TREE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Raymond James Financial's TREE Position: Q2 2026 in Review

Raymond James Financial increased its LendingTree (TREE) stake by 82% in Q2 2026, buying an estimated $1.11M and bringing the position to 60,846 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

Raymond James Financial first reported a position in TREE in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Raymond James Financial held 60,846 shares of LendingTree worth $2.69M as of Q2 2026.
  • Raymond James Financial bought 27,343 LendingTree shares in Q2 2026, an estimated $1.11M.
  • LendingTree made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3267 holding.
  • Raymond James Financial first reported a position in LendingTree in Q4 2024 and has held it in 7 quarters since.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.