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Retirement Planning Company of New England’s TPG TPG Stock Holding History

Retirement Planning Company of New England’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 		$330K Buy
8,132
+1,847
+29% +$77.7K 0.12% 187
2026
Q1 		$255K Buy
+6,285
New +$322K 0.1% 209

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
JBL
Jackson Brooke LLC Lansing, Michigan $92.4M AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Retirement Planning Company of New England's TPG Position: Q2 2026 in Review

Retirement Planning Company of New England increased its TPG (TPG) stake by 29% in Q2 2026, buying an estimated $77.7K and bringing the position to 8,132 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #187.

Retirement Planning Company of New England first reported a position in TPG in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Retirement Planning Company of New England held 8,132 shares of TPG worth $330K as of Q2 2026.
  • Retirement Planning Company of New England bought 1,847 TPG shares in Q2 2026, an estimated $77.7K.
  • TPG made up 0.12% of Retirement Planning Company of New England's portfolio in Q2 2026, its #187 holding.
  • Retirement Planning Company of New England first reported a position in TPG in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.