Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$589,942
-$791,724 QoQ
Shares Held
13,758
-47.1% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026BARCLAYS PLC holds $27,773,930 across 5 Financial Conglomerates names. TREE ranks #4 (2.1% of the industry book) .
All Filings in TREE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,942 | 13,758 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,381,666 | 26,025 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,205,919 | 18,630 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $2,524,873 | 68,111 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $3,089,845 | 61,465 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $2,482,170 | 64,056 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $1,242,364 | 21,409 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $221,757 | 5,332 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $314,797 | 7,435 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $438,882 | 14,475 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $297,383 | 19,186 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $266,491 | 12,053 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $407,204 | 15,274 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $355,507 | 16,667 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $288,348 | 12,085 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $336,449 | 7,678 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,249,354 | 10,440 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,416,323 | 19,709 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $10,917,646 | 78,078 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,041,674 | 9,636 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,924,064 | 13,728 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,716,936 | 6,271 | Shares | Defined | 2021-02-11 | |
| 2020-06-30 | $3,929,790 | 13,573 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,435,077 | 18,731 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||