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Sunbelt Securities’s Tiptree Inc TIPT Stock Holding History

Sunbelt 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
Q1 		$51 Buy
+3
New +$51 ﹤0.01% 2768
2025
Q4 		– Sell
-21
Closed -$403 – 2946
2025
Q3 		$403 Buy
+21
New +$468 ﹤0.01% 2279

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
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sunbelt Securities's TIPT Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Tiptree Inc (TIPT) in Q1 2026: 3 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #2768 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in TIPT as recently as Q3 2025.

Sunbelt Securities first reported a position in TIPT in Q3 2025 and has held it in 2 quarters since. The position peaked at $403 in Q3 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Sunbelt Securities held 3 shares of Tiptree Inc worth $51 as of Q1 2026.
  • Tiptree Inc was a new Sunbelt Securities position in Q1 2026.
  • Tiptree Inc made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2768 holding.
  • Sunbelt Securities first reported a position in Tiptree Inc in Q3 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Tiptree Inc position peaked at $403 in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.