RFP
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Root Financial Partners’s TPG TPG Stock Holding History

Root Financial Partners’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 		– Sell
-22
Closed -$891 – 2948
2026
Q1 		$891 Sell
22
-45
-67% -$2.31K ﹤0.01% 2658
2025
Q4 		$4.28K Buy
67
+61
+1,017% +$3.6K ﹤0.01% 1809
2025
Q3 		$345 Buy
+6
New +$354 ﹤0.01% 2173

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BlackRock
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
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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

Root Financial Partners's TPG Position: Q2 2026 in Review

Root Financial Partners sold out of TPG (TPG) in Q2 2026, closing a stake of 22 shares — an estimated $891 sold.

Root Financial Partners first reported a position in TPG in Q3 2025 and held it in 3 quarters. The position peaked at $4.28K in Q4 2025. 370 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Root Financial Partners reported no remaining TPG position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 TPG shares in Q2 2026, an estimated $891.
  • Root Financial Partners first reported a position in TPG in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's TPG position peaked at $4.28K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.