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TIPT icon

Steadtrust’s Tiptree Inc TIPT Stock Holding History

Steadtrust’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 		$650K Hold
36,274
– – 0.33% 72
2026
Q1 		$614K Hold
36,274
– – 0.35% 70
2025
Q4 		$663K Buy
36,274
+17,274
+91% +$315K 0.41% 69
2025
Q3 		$364K Buy
19,000
+5,000
+36% +$111K 0.25% 88
2025
Q2 		$330K Buy
+14,000
New +$313K 0.26% 88

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

Steadtrust's TIPT Position: Q2 2026 in Review

Steadtrust held its Tiptree Inc (TIPT) position steady in Q2 2026 at 36,274 shares worth $650K. The position accounts for 0.33% of the portfolio, ranked #72.

Steadtrust first reported a position in TIPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $663K in Q4 2025. 139 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Steadtrust held 36,274 shares of Tiptree Inc worth $650K as of Q2 2026.
  • Steadtrust left its Tiptree Inc share count unchanged in Q2 2026.
  • Tiptree Inc made up 0.33% of Steadtrust's portfolio in Q2 2026, its #72 holding.
  • Steadtrust first reported a position in Tiptree Inc in Q2 2025 and has held it in 5 quarters since.
  • Steadtrust's Tiptree Inc position peaked at $663K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Steadtrust's 13F filing for Q2 2026, filed 9 Jul 2026.