JWA
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JFS Wealth Advisors’s TPG TPG Stock Holding History

JFS Wealth Advisors’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
Q2 		$893 Buy
22
+5
+29% +$210 ﹤0.01% 1837
2026
Q1 		$689 Sell
17
-10
-37% -$513 ﹤0.01% 1734
2025
Q4 		$1.72K Buy
+27
New +$1.59K ﹤0.01% 1593
2025
Q2 		– Sell
-10
Closed -$475 – 1964
2025
Q1 		$475 Buy
+10
New +$583 ﹤0.01% 1772

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JFS Wealth Advisors's TPG Position: Q2 2026 in Review

JFS Wealth Advisors increased its TPG (TPG) stake by 29% in Q2 2026, buying an estimated $210 and bringing the position to 22 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

JFS Wealth Advisors first reported a position in TPG in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.72K in Q4 2025. 370 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • JFS Wealth Advisors held 22 shares of TPG worth $893 as of Q2 2026.
  • JFS Wealth Advisors bought 5 TPG shares in Q2 2026, an estimated $210.
  • TPG made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1837 holding.
  • JFS Wealth Advisors first reported a position in TPG in Q1 2025 and has held it in 4 quarters since.
  • JFS Wealth Advisors's TPG position peaked at $1.72K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.