Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$867,418
+$333,778 QoQ
Shares Held
19,585
+57.4% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 186 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $29,643,975 across 6 Financial Conglomerates names. TREE ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
|
520,280 | $19,791,449 | |
| 2 | VOYA |
Voya Financial, Inc.
|
76,827 | $6,955,147 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
35,258 | $1,367,303 | |
| 4 | TREE |
LendingTree, Inc.
This page
|
19,585 | $867,418 | |
| 5 | RILY |
BRC Group Holdings, Inc.
|
74,404 | $598,207 | |
| 6 | FRHC |
Freedom Holding Corp.
|
494 | $64,451 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,418 | 19,585 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $533,640 | 12,445 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,076,292 | 20,273 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,405,545 | 21,714 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $510,193 | 13,763 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,310,408 | 45,960 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $199,523 | 5,149 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $599,565 | 10,332 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $264,677 | 6,364 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $252,048 | 5,953 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $103,087 | 3,400 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $41,074 | 2,650 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $98,765 | 4,467 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $80,273 | 3,011 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,948 | 654 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $446,801 | 18,726 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $752,826 | 17,180 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $596,792 | 4,987 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,168,989 | 9,535 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $325,103 | 2,325 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $48,267,955 | 227,808 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $59,384,187 | 278,799 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $65,182,552 | 238,075 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $82,884,541 | 270,079 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $148,858,373 | 514,138 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $61,902,191 | 337,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||