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TREE icon

Sunbelt Securities’s LendingTree TREE Stock Holding History

Sunbelt Securities’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$513K Sell
11,970
-26
-0.2% -$1.24K 0.03% 390
2025
Q4 		$637K Sell
11,996
-255
-2% -$14.3K 0.04% 342
2025
Q3 		$793K Sell
12,251
-3,576
-23% -$206K 0.05% 292
2025
Q2 		$613K Buy
15,827
+1,606
+11% +$64.8K 0.05% 306
2025
Q1 		$715K Sell
14,221
-1,606
-10% -$71.5K 0.06% 249
2024
Q4 		$613K Sell
15,827
-100
-0.6% -$4.79K 0.05% 307
2024
Q3 		$924K Sell
15,927
-85
-0.5% -$4.39K 0.09% 218
2024
Q2 		$666K Sell
16,012
-95
-0.6% -$4.01K 0.07% 266
2024
Q1 		$682K Sell
16,107
-86
-0.5% -$3.01K 0.08% 241
2023
Q4 		$491K Buy
16,193
+745
+5% +$13.5K 0.06% 313
2023
Q3 		$239K Buy
15,448
+4,970
+47% +$101K 0.03% 445
2023
Q2 		$232K Buy
10,478
+799
+8% +$17K 0.03% 434
2023
Q1 		$242K Buy
9,679
+260
+3% +$8.53K 0.04% 399
2022
Q4 		$201K Sell
9,419
-395
-4% -$9K 0.04% 436
2022
Q3 		$234K Buy
9,814
+1,385
+16% +$54K 0.05% 380
2022
Q2 		$369K Buy
8,429
+2,653
+46% +$197K 0.08% 293
2022
Q1 		$698K Buy
5,776
+570
+11% +$67.4K 0.13% 196
2021
Q4 		$643K Buy
5,206
+3,411
+190% +$453K 0.1% 219
2021
Q3 		$332K Hold
1,795
– – 0.06% 328
2021
Q2 		$332K Buy
+1,795
New +$377K 0.06% 328
2018
Q4 		– Sell
-1,136
Closed -$261K – 246
2018
Q3 		$261K Hold
1,136
– – 0.14% 178
2018
Q2 		$243K Buy
+1,136
New +$315K 0.15% 183

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's TREE Position: Q1 2026 in Review

Sunbelt Securities reduced its LendingTree (TREE) stake by 0.22% in Q1 2026, selling an estimated $1.24K and leaving 11,970 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #390.

Sunbelt Securities first reported a position in TREE in Q2 2018 and has held it in 22 quarters since. The position peaked at $924K in Q3 2024. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • Sunbelt Securities held 11,970 shares of LendingTree worth $513K as of Q1 2026.
  • Sunbelt Securities sold 26 LendingTree shares in Q1 2026, an estimated $1.24K.
  • LendingTree made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #390 holding.
  • Sunbelt Securities first reported a position in LendingTree in Q2 2018 and has held it in 22 quarters since.
  • Sunbelt Securities's LendingTree position peaked at $924K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

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