Position in TIPT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$557,717
+$122,088 QoQ
Shares Held
32,962
+38.2% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TIPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HSBC HOLDINGS PLC holds $1,859,188,928 across 38 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
302,290 | $290,669,970 | |
| 2 | AMP |
Ameriprise Financial Inc
|
542,072 | $248,680,946 | |
| 3 | BX |
Blackstone Inc.
|
1,720,889 | $202,497,005 | |
| 4 | STT |
State Street Corp
|
1,188,087 | $201,499,551 | |
| 5 | TROW |
Price T Rowe Group Inc
|
1,205,442 | $137,046,695 | |
| 6 | RJF |
Raymond James Financial Inc
|
897,154 | $136,394,318 | |
| 7 | KKR |
KKR & Co. Inc.
|
1,364,881 | $125,268,775 | |
| 8 | PFG |
Principal Financial Group Inc
|
1,153,117 | $124,282,946 |
All Filings in TIPT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $557,717 | 32,962 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $435,629 | 23,844 | Shares | Defined | 2026-03-06 | |
| 2025-06-30 | $470,090 | 19,936 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $612,150 | 25,411 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $541,942 | 25,980 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $386,135 | 19,731 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $306,103 | 18,563 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $263,018 | 15,221 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $285,859 | 15,077 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $317,216 | 18,927 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $260,153 | 17,332 | Shares | Defined | 2023-08-11 | |
| 2021-03-31 | $173,370 | 19,371 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $315,973 | 62,943 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $185,684 | 37,512 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $218,725 | 33,911 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $176,884 | 33,886 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||