Stephens Consulting’s Tiptree Inc TIPT Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-15	Closed	-$362	–	1932
2025 Q1	$362	Buy	+15	New	+$319	﹤0.01%	1260

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BICM

Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Stephens Consulting's TIPT Position: Q2 2025 in Review

Stephens Consulting sold out of Tiptree Inc (TIPT) in Q2 2025, closing a stake of 15 shares — an estimated $362 sold.

Stephens Consulting first reported a position in TIPT in Q1 2025 and held it in 1 quarter. The position peaked at $362 in Q1 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q2 2025.

Stephens Consulting reported no remaining Tiptree Inc position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 Tiptree Inc shares in Q2 2025, an estimated $362.
Stephens Consulting first reported a position in Tiptree Inc in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Tiptree Inc position peaked at $362 in Q1 2025.
143 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.