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Tree shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Tree (TREE) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $730k 17k 42.88

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Top funds holding Tree

BlackRock
Jennison Associates
Vanguard Group
Ameriprise Financial
Vanguard Capital Management
Punch & Associates Investment Management
Divisadero Street Capital Management
Millennium Management
Emerald Advisers
Jacobs Levy Equity Management
Geode Capital Management
Dimensional Fund Advisors
Renaissance Technologies
Mariner Wealth Advisors
Philadelphia Financial Management of San Francisco

View all funds holding Tree