RFP
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
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

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

Root Financial Partners's TREE Position: Q2 2026 in Review

Root Financial Partners sold out of LendingTree (TREE) in Q2 2026, closing a stake of 103 shares — an estimated $4.42K sold.

Root Financial Partners first reported a position in TREE in Q4 2025 and held it in 2 quarters. The position peaked at $4.42K in Q1 2026. 189 funds tracked by Wall St. Rank hold TREE as of Q2 2026.

  • Root Financial Partners reported no remaining LendingTree position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 103 LendingTree shares in Q2 2026, an estimated $4.42K.
  • Root Financial Partners first reported a position in LendingTree in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's LendingTree position peaked at $4.42K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held LendingTree as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.