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Tectonic Advisors’s Tiptree Inc TIPT Stock Holding History

Tectonic Advisors’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 		– Sell
-30,759
Closed -$562K – 315
2025
Q4 		$562K Buy
30,759
+1,209
+4% +$22K 0.03% 241
2025
Q3 		$566K Sell
29,550
-246
-0.8% -$5.48K 0.03% 241
2025
Q2 		$703K Sell
29,796
-1,749
-6% -$39K 0.04% 202
2025
Q1 		$760K Buy
31,545
+2,387
+8% +$50.8K 0.05% 190
2024
Q4 		$608K Buy
29,158
+1,662
+6% +$34.8K 0.04% 208
2024
Q3 		$538K Buy
27,496
+737
+3% +$13.7K 0.04% 221
2024
Q2 		$441K Buy
26,759
+2,112
+9% +$35.3K 0.03% 230
2024
Q1 		$426K Sell
24,647
-1,547
-6% -$27.8K 0.03% 230
2023
Q4 		$497K Buy
26,194
+5,837
+29% +$101K 0.04% 209
2023
Q3 		$341K Sell
20,357
-14,698
-42% -$233K 0.03% 221
2023
Q2 		$526K Buy
35,055
+1,080
+3% +$15K 0.06% 189
2023
Q1 		$495K Buy
33,975
+3,658
+12% +$55.6K 0.07% 181
2022
Q4 		$420K Buy
+30,317
New +$390K 0.07% 179

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

Tectonic Advisors's TIPT Position: Q1 2026 in Review

Tectonic Advisors sold out of Tiptree Inc (TIPT) in Q1 2026, closing a stake of 30,759 shares — an estimated $562K sold.

Tectonic Advisors first reported a position in TIPT in Q4 2022 and held it in 13 quarters. The position peaked at $760K in Q1 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Tectonic Advisors reported no remaining Tiptree Inc position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 30,759 Tiptree Inc shares in Q1 2026, an estimated $562K.
  • Tectonic Advisors first reported a position in Tiptree Inc in Q4 2022 and held it in 13 quarters.
  • Tectonic Advisors's Tiptree Inc position peaked at $760K in Q1 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.