Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,264,278
-$3,217,264 QoQ
Shares Held
52,805
-48.9% QoQ
Ownership
0.378%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $14,428,434 across 4 Financial Conglomerates names. TREE ranks #3 (15.7% of the industry book) .
All Filings in TREE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,264,278 | 52,805 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,481,542 | 103,250 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,810,890 | 105,220 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,715,414 | 46,275 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,660,661 | 72,820 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,261,975 | 84,180 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,797,626 | 48,210 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,316,563 | 55,700 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,489,168 | 58,790 | Shares | Sole | 2024-05-03 | |
| 2022-03-31 | $506,443 | 4,232 | Shares | Sole | 2022-05-04 | |
| 2021-06-30 | $222,050 | 1,048 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $249,849 | 1,173 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $24,449,720 | 89,301 | Shares | Other | 2021-02-01 | |
| 2020-09-30 | $40,761,128 | 132,820 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $24,094,686 | 83,220 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $54,056,952 | 294,765 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||