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Summit Trail Advisors’s TPG TPG Stock Holding History

Summit Trail Advisors’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 		$567K Buy
13,987
+1,220
+10% +$51.3K 0.01% 1183
2026
Q1 		$517K Buy
12,767
+6,095
+91% +$313K 0.01% 1155
2025
Q4 		$426K Sell
6,672
-2,219
-25% -$131K 0.01% 1123
2025
Q3 		$511K Buy
8,891
+619
+7% +$36.5K 0.01% 1078
2025
Q2 		$434K Buy
+8,272
New +$397K 0.01% 782

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

Summit Trail Advisors's TPG Position: Q2 2026 in Review

Summit Trail Advisors increased its TPG (TPG) stake by 9.6% in Q2 2026, buying an estimated $51.3K and bringing the position to 13,987 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #1183.

Summit Trail Advisors first reported a position in TPG in Q2 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold TPG as of Q2 2026.

  • Summit Trail Advisors held 13,987 shares of TPG worth $567K as of Q2 2026.
  • Summit Trail Advisors bought 1,220 TPG shares in Q2 2026, an estimated $51.3K.
  • TPG made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1183 holding.
  • Summit Trail Advisors first reported a position in TPG in Q2 2025 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held TPG as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.