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Steward Partners Investment Advisory’s Tiptree Inc TIPT Stock Holding History

Steward Partners Investment Advisory’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 		$19.1K Hold
1,064
– – ﹤0.01% 3438
2026
Q1 		$18K Sell
1,064
-382
-26% -$6.54K ﹤0.01% 3283
2025
Q4 		$26.4K Sell
1,446
-819
-36% -$14.9K ﹤0.01% 3016
2025
Q3 		$43.4K Sell
2,265
-20
-0.9% -$445 ﹤0.01% 2680
2025
Q2 		$53.9K Sell
2,285
-25
-1% -$558 ﹤0.01% 2438
2025
Q1 		$55.6K Hold
2,310
– – ﹤0.01% 2329
2024
Q4 		$48.2K Buy
2,310
+65
+3% +$1.36K ﹤0.01% 2358
2024
Q3 		$43.9K Buy
2,245
+651
+41% +$12.1K ﹤0.01% 2296
2024
Q2 		$26.3K Buy
1,594
+76
+5% +$1.27K ﹤0.01% 2403
2024
Q1 		$26.2K Buy
1,518
+31
+2% +$556 ﹤0.01% 2402
2023
Q4 		$28.2K Buy
1,487
+136
+10% +$2.35K ﹤0.01% 2229
2023
Q3 		$22.6K Buy
1,351
+277
+26% +$4.4K ﹤0.01% 2243
2023
Q2 		$16.1K Hold
1,074
– – ﹤0.01% 2389
2023
Q1 		$15.6K Hold
1,074
– – ﹤0.01% 2358
2022
Q4 		$14.9K Buy
1,074
+110
+11% +$1.42K ﹤0.01% 2386
2022
Q3 		$10K Hold
964
– – ﹤0.01% 2549
2022
Q2 		$10K Hold
964
– – ﹤0.01% 2526
2022
Q1 		$12K Buy
+964
New +$12.4K ﹤0.01% 2599

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

Steward Partners Investment Advisory's TIPT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Tiptree Inc (TIPT) position steady in Q2 2026 at 1,064 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

Steward Partners Investment Advisory first reported a position in TIPT in Q1 2022 and has held it in 18 quarters since. The position peaked at $55.6K in Q1 2025. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Steward Partners Investment Advisory held 1,064 shares of Tiptree Inc worth $19.1K as of Q2 2026.
  • Steward Partners Investment Advisory left its Tiptree Inc share count unchanged in Q2 2026.
  • Tiptree Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3438 holding.
  • Steward Partners Investment Advisory first reported a position in Tiptree Inc in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's Tiptree Inc position peaked at $55.6K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.