Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$665,855
+$100,097 QoQ
Shares Held
15,034
+13.9% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 186 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $621,538,262 across 5 Financial Conglomerates names. TREE ranks #4 (0.1% of the industry book) .
All Filings in TREE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,855 | 15,034 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $565,758 | 13,194 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $605,119 | 11,398 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $698,177 | 10,786 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $387,937 | 10,465 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $469,119 | 9,332 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $343,286 | 8,859 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $622,023 | 10,719 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $441,519 | 10,616 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $696,577 | 16,452 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $489,880 | 16,157 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $292,113 | 18,846 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $405,232 | 18,328 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $369,320 | 13,853 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $292,242 | 13,701 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $304,024 | 12,742 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $350,866 | 8,007 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $783,240 | 6,545 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $943,407 | 7,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $460,040 | 3,290 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $741,580 | 3,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $650,715 | 3,055 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $817,263 | 2,985 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $875,250 | 2,852 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $973,110 | 3,361 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $629,944 | 3,435 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||