Position in TPG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$479,233
-$262,970 QoQ
Shares Held
11,830
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 9.628064243448858.ToString("F0")%
Shared 0.ToString("F0")%
None 90.37193575655114.ToString("F0")%
Common Shares in TPG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sound View Wealth Advisors Group, LLC holds $7,978,603 across 14 Asset Management names. TPG ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
216,565 | $2,230,619 | |
| 2 | BLK |
BlackRock, Inc.
|
1,336 | $1,284,844 | |
| 3 | BX |
Blackstone Inc.
|
8,037 | $924,174 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $920,554 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,749 | $540,060 | |
| 6 | TPG |
TPG Inc.
This page
|
11,830 | $479,233 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,235 | $291,505 | |
| 8 | FHI |
Federated Hermes, Inc.
|
4,763 | $270,109 |
All Filings in TPG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,233 | 11,830 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $742,203 | 11,626 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $675,841 | 11,764 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $647,547 | 12,346 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $899,984 | 18,975 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,060,299 | 16,873 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||