Root Financial Partners
TREE icon

Root Financial Partners’s LendingTree TREE Stock Holding History

Root Financial Partners’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
Q3 		$1K Buy
+41
New +$1.38K ﹤0.01% 2946
2026
Q2 		– Sell
-103
Closed -$4.42K – 2956
2026
Q1 		$4.42K Buy
103
+93
+930% +$4.45K ﹤0.01% 1997
2025
Q4 		$531 Buy
+10
New +$561 ﹤0.01% 2201

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BlackRock
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Root Financial Partners opened a new position in LendingTree (TREE) in Q3 2026: 41 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2946 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TREE as recently as Q1 2026.

Root Financial Partners first reported a position in TREE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.42K in Q1 2026. 132 funds tracked by Wall St. Rank hold TREE as of Q3 2026.

  • Root Financial Partners held 41 shares of LendingTree worth $1K as of Q3 2026.
  • LendingTree was a new Root Financial Partners position in Q3 2026.
  • LendingTree made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2946 holding.
  • Root Financial Partners first reported a position in LendingTree in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's LendingTree position peaked at $4.42K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held LendingTree as of Q3 2026.

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