Position in TPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,311,323
-$3,516,808 QoQ
Shares Held
155,643
-35.8% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#83
of 367 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TPG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Private Wealth Partners, LLC holds $26,369,253 across 7 Asset Management names. TPG ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
126,512 | $11,611,271 | |
| 2 | TPG |
TPG Inc.
This page
|
155,643 | $6,311,323 | |
| 3 | BX |
Blackstone Inc.
|
39,050 | $4,595,013 | |
| 4 | GDV |
Gabelli Dividend & Income Trust
|
79,859 | $2,347,854 | |
| 5 | NTRS |
Northern Trust Corp
|
4,075 | $708,398 | |
| 6 | STT |
State Street Corp
|
3,370 | $571,552 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,892 | $223,842 |
All Filings in TPG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,311,323 | 155,643 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,828,131 | 242,610 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,229,936 | 222,900 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,542,406 | 113,880 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,173,487 | 60,505 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $711,450 | 15,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $904,896 | 14,400 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $823,108 | 14,300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $356,470 | 8,600 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||