Position in TPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$479,098
-$135 QoQ
Shares Held
11,815
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#192
of 367 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in TPG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $8,120,665 across 14 Asset Management names. TPG ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,758 | $560,225 | |
| 6 | TPG |
TPG Inc.
This page
|
11,815 | $479,098 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,179 | $342,632 | |
| 8 | NTRS |
Northern Trust Corp
|
1,557 | $270,668 |
All Filings in TPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,098 | 11,815 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||