Position in TREE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,086
+$3,227 QoQ
Shares Held
160
+77.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 186 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Sterling Capital Management LLC holds $316,575 across 5 Financial Conglomerates names. TREE ranks #4 (2.2% of the industry book) .
All Filings in TREE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,086 | 160 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,859 | 90 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,105 | 115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,531 | 70 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,260 | 34 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,105 | 22 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,278 | 33 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $696 | 12 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||