MOODY NATIONAL BANK TRUST DIVISION TREE — LendingTree Inc

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  3 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported LendingTree Inc (TREE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows TREE at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TREE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in LendingTree Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TREE was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TREE stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held TREE — position size vs. price
% of Fund (quarterly)    TREE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 28,823 +21,823 +311.8% 0.11% $1.3M 2026-07-07 $45.14
2026 Q1 ADDED — — — 7,000 +6,984 +43650.0% 0.03% $300K 2026-04-09 $41.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TREE

As of 2026 Q2 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.02% Assenagon Asset Management S.A. 3Y 7Y 0.0% Torren Management, LLC 0.0% True Wealth Design, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% GAMMA Investing LLC 0.0% Signature Resources Capital Management, LLC 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and TREE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning TREE?

MOODY NATIONAL BANK TRUST DIVISION reported TREE across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported TREE position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for TREE was 0.11% in 2026 Q2.

What is the latest reported TREE position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 28,823 shares, equal to 0.11% of portfolio, with an estimated market value of $1.3M.

What does the chart on this TREE ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly TREE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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