Root Financial Partners’s Tiptree Inc TIPT Stock Holding History

Root Financial Partners’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 Q3	$1.26K	Buy	+74	New	+$1.33K	﹤0.01%	2859

Other funds holding TIPT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Root Financial Partners's TIPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Tiptree Inc (TIPT) in Q3 2026: 74 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #2859 among its holdings.

14 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

Root Financial Partners held 74 shares of Tiptree Inc worth $1.26K as of Q3 2026.
Tiptree Inc was a new Root Financial Partners position in Q3 2026.
Tiptree Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2859 holding.
14 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.