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Smith, Moore & Co’s Tiptree Inc TIPT Stock Holding History

Smith, Moore & Co’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 		$324K Sell
18,058
-100
-0.6% -$1.73K 0.02% 441
2026
Q1 		$307K Buy
18,158
+1,000
+6% +$17.1K 0.02% 433
2025
Q4 		$313K Buy
17,158
+1,500
+10% +$27.3K 0.02% 407
2025
Q3 		$300K Buy
15,658
+2,875
+22% +$64K 0.02% 407
2025
Q2 		$301K Buy
+12,783
New +$285K 0.03% 395

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
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

Smith, Moore & Co's TIPT Position: Q2 2026 in Review

Smith, Moore & Co reduced its Tiptree Inc (TIPT) stake by 0.55% in Q2 2026, selling an estimated $1.73K and leaving 18,058 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #441.

Smith, Moore & Co first reported a position in TIPT in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Smith, Moore & Co held 18,058 shares of Tiptree Inc worth $324K as of Q2 2026.
  • Smith, Moore & Co sold 100 Tiptree Inc shares in Q2 2026, an estimated $1.73K.
  • Tiptree Inc made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #441 holding.
  • Smith, Moore & Co first reported a position in Tiptree Inc in Q2 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.