SBI Securities’s Tiptree Inc TIPT Stock Holding History

SBI Securities’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 Q2	$72	Hold	4	–	–	﹤0.01%	3590
2026 Q1	$68	Hold	4	–	–	﹤0.01%	3512
2025 Q4	$73	Hold	4	–	–	﹤0.01%	3507
2025 Q3	$77	Hold	4	–	–	﹤0.01%	3596
2025 Q2	$94	Hold	4	–	–	﹤0.01%	3557
2025 Q1	$96	Buy	+4	New	+$85	﹤0.01%	3455

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

SBI Securities's TIPT Position: Q2 2026 in Review

SBI Securities held its Tiptree Inc (TIPT) position steady in Q2 2026 at 4 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

SBI Securities first reported a position in TIPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $96 in Q1 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

SBI Securities held 4 shares of Tiptree Inc worth $72 as of Q2 2026.
SBI Securities left its Tiptree Inc share count unchanged in Q2 2026.
Tiptree Inc made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3590 holding.
SBI Securities first reported a position in Tiptree Inc in Q1 2025 and has held it in 6 quarters since.
SBI Securities's Tiptree Inc position peaked at $96 in Q1 2025.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.