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

LPL 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	$275K	Sell	34,663 -8,474	-20%	-$66.2K	﹤0.01%	5521
2026 Q1	$315K	Buy	43,137 +576	+1%	+$4.76K	﹤0.01%	5158
2025 Q4	$363K	Buy	42,561 +3,068	+8%	+$24.1K	﹤0.01%	4997
2025 Q3	$286K	Buy	39,493 +10,320	+35%	+$78.4K	﹤0.01%	5080
2025 Q2	$220K	Buy	29,173 +6,132	+27%	+$42.4K	﹤0.01%	5015
2025 Q1	$168K	Buy	23,041 +12,532	+119%	+$89K	﹤0.01%	4914
2024 Q4	$69.9K	Buy	+10,509	New	+$74.4K	﹤0.01%	5063
2024 Q3	–	Sell	-10,554	Closed	-$70.1K	–	5250
2024 Q2	$70.1K	Buy	+10,554	New	+$67.3K	﹤0.01%	4796

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

LPL Financial's MITT Position: Q2 2026 in Review

LPL Financial reduced its TPG Mortgage Investment Trust (MITT) stake by 20% in Q2 2026, selling an estimated $66.2K and leaving 34,663 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #5521.

LPL Financial first reported a position in MITT in Q2 2024 and has held it in 8 quarters since. The position peaked at $363K in Q4 2025. 116 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

LPL Financial held 34,663 shares of TPG Mortgage Investment Trust worth $275K as of Q2 2026.
LPL Financial sold 8,474 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $66.2K.
TPG Mortgage Investment Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5521 holding.
LPL Financial first reported a position in TPG Mortgage Investment Trust in Q2 2024 and has held it in 8 quarters since.
LPL Financial's TPG Mortgage Investment Trust position peaked at $363K in Q4 2025.
116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.