RPg Family Wealth Advisory’s LendingTree TREE Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-90,757	Closed	-$4.82M	–	144
2025 Q4	$4.82M	Sell	90,757 -362	-0.4%	-$20.3K	1.06%	37
2025 Q3	$5.9M	Buy	91,119 +501	+0.6%	+$28.9K	1.29%	31
2025 Q2	$3.36M	Buy	+90,618	New	+$3.66M	0.89%	51

Other funds holding TREE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPg Family Wealth Advisory's TREE Position: Q1 2026 in Review

RPg Family Wealth Advisory sold out of LendingTree (TREE) in Q1 2026, closing a stake of 90,757 shares — an estimated $4.82M sold.

RPg Family Wealth Advisory first reported a position in TREE in Q2 2025 and held it in 3 quarters. The position peaked at $5.9M in Q3 2025. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

RPg Family Wealth Advisory reported no remaining LendingTree position as of Q1 2026 after selling out during the quarter.
RPg Family Wealth Advisory sold 90,757 LendingTree shares in Q1 2026, an estimated $4.82M.
RPg Family Wealth Advisory first reported a position in LendingTree in Q2 2025 and held it in 3 quarters.
RPg Family Wealth Advisory's LendingTree position peaked at $5.9M in Q3 2025.
179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.