AF
MITT

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Allworth Financial's MITT Position: Q1 2026 in Review

Allworth Financial increased its TPG Mortgage Investment Trust (MITT) stake by 9.5% in Q1 2026, buying an estimated $215 and bringing the position to 301 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4325.

Allworth Financial first reported a position in MITT in Q4 2023 and has held it in 6 quarters since. The position peaked at $86.8K in Q4 2023. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • Allworth Financial held 301 shares of TPG Mortgage Investment Trust worth $2.2K as of Q1 2026.
  • Allworth Financial bought 26 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $215.
  • TPG Mortgage Investment Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4325 holding.
  • Allworth Financial first reported a position in TPG Mortgage Investment Trust in Q4 2023 and has held it in 6 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 Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.