LPL Financial
TPG icon

LPL Financial’s TPG TPG Stock Holding History

LPL Financial’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 		$4.39M Buy
108,312
+6,007
+6% +$253K ﹤0.01% 2917
2026
Q1 		$4.14M Buy
102,305
+17,498
+21% +$898K ﹤0.01% 2807
2025
Q4 		$5.41M Sell
84,807
-4,003
-5% -$236K ﹤0.01% 2466
2025
Q3 		$5.1M Buy
88,810
+5,654
+7% +$334K ﹤0.01% 2440
2025
Q2 		$4.36M Buy
83,156
+8,435
+11% +$405K ﹤0.01% 2430
2025
Q1 		$3.54M Buy
74,721
+14,685
+24% +$856K ﹤0.01% 2428
2024
Q4 		$3.77M Buy
60,036
+26,370
+78% +$1.73M ﹤0.01% 2305
2024
Q3 		$1.94M Buy
+33,666
New +$1.66M ﹤0.01% 2760
2022
Q4 		– Sell
-7,583
Closed -$211K – 4554
2022
Q3 		$211K Buy
+7,583
New +$219K ﹤0.01% 3888

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

LPL Financial's TPG Position: Q2 2026 in Review

LPL Financial increased its TPG (TPG) stake by 5.9% in Q2 2026, buying an estimated $253K and bringing the position to 108,312 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

LPL Financial first reported a position in TPG in Q3 2022 and has held it in 9 quarters since. The position peaked at $5.41M in Q4 2025. 370 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • LPL Financial held 108,312 shares of TPG worth $4.39M as of Q2 2026.
  • LPL Financial bought 6,007 TPG shares in Q2 2026, an estimated $253K.
  • TPG made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2917 holding.
  • LPL Financial first reported a position in TPG in Q3 2022 and has held it in 9 quarters since.
  • LPL Financial's TPG position peaked at $5.41M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held TPG as of Q2 2026.

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