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Rialto Wealth Management’s Tiptree Inc TIPT Stock Holding History

Rialto Wealth Management’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 		$3.72K Hold
220
– – ﹤0.01% 654
2025
Q4 		$4.02K Hold
220
– – ﹤0.01% 549
2025
Q3 		$4.22K Hold
220
– – ﹤0.01% 501
2025
Q2 		$5.19K Hold
220
– – ﹤0.01% 468
2025
Q1 		$5.3K Buy
+220
New +$4.68K ﹤0.01% 452

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
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Rialto Wealth Management's TIPT Position: Q1 2026 in Review

Rialto Wealth Management held its Tiptree Inc (TIPT) position steady in Q1 2026 at 220 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Rialto Wealth Management first reported a position in TIPT in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.3K in Q1 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Rialto Wealth Management held 220 shares of Tiptree Inc worth $3.72K as of Q1 2026.
  • Rialto Wealth Management left its Tiptree Inc share count unchanged in Q1 2026.
  • Tiptree Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #654 holding.
  • Rialto Wealth Management first reported a position in Tiptree Inc in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Tiptree Inc position peaked at $5.3K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.