Allworth Financial’s TPG Mortgage Investment Trust MITT Stock Holding History

Allworth Financial’s Portfolio MITT Stock Details MITT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.68K	Buy	591 +290	+96%	+$2.27K	﹤0.01%	4150
2026 Q1	$2.2K	Buy	301 +26	+9%	+$215	﹤0.01%	4325
2025 Q4	$2.34K	Buy	275 +22	+9%	+$173	﹤0.01%	4060
2025 Q3	$1.83K	Buy	253 +223	+743%	+$1.69K	﹤0.01%	4045
2025 Q2	$227	Buy	+30	New	+$208	﹤0.01%	4298
2024 Q2	–	Sell	-13,775	Closed	-$84.3K	–	3764
2024 Q1	$84.3K	Buy	13,775 +111	+0.8%	+$682	﹤0.01%	1075
2023 Q4	$86.8K	Buy	+13,664	New	+$74.2K	﹤0.01%	998

Other funds holding MITT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Allworth Financial's MITT Position: Q2 2026 in Review

Allworth Financial increased its TPG Mortgage Investment Trust (MITT) stake by 96% in Q2 2026, buying an estimated $2.27K and bringing the position to 591 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4150.

Allworth Financial first reported a position in MITT in Q4 2023 and has held it in 7 quarters since. The position peaked at $86.8K in Q4 2023. 116 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

Allworth Financial held 591 shares of TPG Mortgage Investment Trust worth $4.68K as of Q2 2026.
Allworth Financial bought 290 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $2.27K.
TPG Mortgage Investment Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4150 holding.
Allworth Financial first reported a position in TPG Mortgage Investment Trust in Q4 2023 and has held it in 7 quarters since.
Allworth Financial's TPG Mortgage Investment Trust position peaked at $86.8K in Q4 2023.
116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.