Position in TREE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,007,564
-$4,164,313 QoQ
Shares Held
93,460
-39.3% QoQ
Ownership
0.670%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Nuveen, LLC holds $39,122,493 across 4 Financial Conglomerates names. TREE ranks #4 (10.2% of the industry book) .
All Filings in TREE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,007,564 | 93,460 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $8,171,877 | 153,925 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $9,094,823 | 140,504 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,134,974 | 192,473 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $11,602,716 | 230,808 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||