Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,998,487
+$3,235,544 QoQ
Shares Held
203,172
+51.2% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 186 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD PORTFOLIO MANAGEMENT LLC holds $555,114,670 across 5 Financial Conglomerates names. TREE ranks #3 (1.6% of the industry book) .
All Filings in TREE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,998,487 | 203,172 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,762,943 | 134,397 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||