Root Financial Partners
TPG icon

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
Q3 		$2.3K Buy
+52
New +$2.45K ﹤0.01% 2580
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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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JBL
Jackson Brooke LLC Lansing, Michigan $100M AUM
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's TPG Position: Q3 2026 in Review

Root Financial Partners opened a new position in TPG (TPG) in Q3 2026: 52 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #2580 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TPG as recently as Q1 2026.

Root Financial Partners first reported a position in TPG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.28K in Q4 2025. 289 funds tracked by Wall St. Rank hold TPG as of Q3 2026.

  • Root Financial Partners held 52 shares of TPG worth $2.3K as of Q3 2026.
  • TPG was a new Root Financial Partners position in Q3 2026.
  • TPG made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2580 holding.
  • Root Financial Partners first reported a position in TPG in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's TPG position peaked at $4.28K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held TPG as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.