CX Institutional
TPG icon

CX Institutional’s TPG TPG Stock Holding History

CX Institutional’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$31K Buy
702
+45
+7% +$2.12K ﹤0.01% 1122
2026
Q2 		$27K Buy
657
+544
+481% +$22.9K ﹤0.01% 1105
2026
Q1 		$5K Buy
+113
New +$5.8K ﹤0.01% 1372

Other funds holding TPG

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Milestones Administradora de Recursos
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stableford Capital II
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

CX Institutional's TPG Position: Q3 2026 in Review

CX Institutional increased its TPG (TPG) stake by 6.8% in Q3 2026, buying an estimated $2.12K and bringing the position to 702 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

CX Institutional first reported a position in TPG in Q1 2026 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold TPG as of Q3 2026.

  • CX Institutional held 702 shares of TPG worth $31K as of Q3 2026.
  • CX Institutional bought 45 TPG shares in Q3 2026, an estimated $2.12K.
  • TPG made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1122 holding.
  • CX Institutional first reported a position in TPG in Q1 2026 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held TPG as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.