Frank, Rimerman Advisors LLC TPG — TPG INC

Ownership history in Frank, Rimerman Advisors LLC  ·  9 quarters on record

AI Ownership Summary

Frank, Rimerman Advisors LLC reported TPG INC (TPG) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows TPG at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Frank, Rimerman Advisors LLC's position in TPG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TPG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TPG stock page Frank, Rimerman Advisors LLC fund profile Frank, Rimerman Advisors LLC full holdings
How Frank, Rimerman Advisors LLC held TPG — position size vs. price
% of Fund (quarterly)    TPG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 24,965 -17,568 -41.3% 0.06% $1.0M 2026-07-27 $42.96
2026 Q1 ADDED — — — 42,533 +26,998 +173.8% 0.11% $1.7M 2026-04-29 $41.52
2025 Q4 REDUCED — — — 15,535 -2 -0.0% 0.06% $992K 2026-01-15 $65.54
2025 Q3 ADDED — — — 15,537 +17 +0.1% 0.06% $893K 2025-11-04 $51.63
2025 Q2 ADDED — — — 15,520 +1,763 +12.8% 0.05% $814K 2025-08-11 $58.86
2025 Q1 ADDED — — — 13,757 +3,835 +38.7% 0.05% $652K 2025-05-12 $49.88
2024 Q4 UNCHANGED — — — 9,922 — 0% 0.05% $623K 2025-02-10 $58.73
2024 Q3 REDUCED — — — 9,922 -118 -1.2% 0.04% $571K 2024-10-24 $64.49
2024 Q2 INITIATED — — — 10,040 — — 0.03% $416K 2024-08-13 $43.86

🏢 Other funds also holding TPG

As of 2026 Q2 — sorted by position size

Pictet North America Advisors SA 3Y 7Y 0.94% Milestones Administradora de Recursos Ltda. 0.59% Fearless Solutions, LLC dba Best Invest 0.38% Border to Coast Pensions Partnership Ltd 3Y 0.27% HIGHLAND CAPITAL MANAGEMENT, LLC 3Y 7Y 0.14% Flower City Capital 3Y 0.13% Oak Thistle LLC 3Y 0.1% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.09% Y-Intercept (Hong Kong) Ltd 3Y 0.07% BARRETT & COMPANY, INC. 3Y 0.04%

FAQ About Frank, Rimerman Advisors LLC and TPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Frank, Rimerman Advisors LLC reported owning TPG?

Frank, Rimerman Advisors LLC reported TPG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TPG position in Frank, Rimerman Advisors LLC's portfolio?

The largest reported portfolio weight for TPG was 0.11% in 2026 Q1.

What is the latest reported TPG position on this page?

The most recent filing on this page is 2026 Q2, when Frank, Rimerman Advisors LLC reported 24,965 shares, equal to 0.06% of portfolio, with an estimated market value of $1.0M.

What does the chart on this TPG ownership page compare?

The chart compares Frank, Rimerman Advisors LLC's quarterly TPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Frank, Rimerman Advisors LLC time their TPG position?

Based on 13F filing dates vs. subsequent TPG price moves, Frank, Rimerman Advisors LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on TPG relative to SPY over the holding period was -16.4%.

← Back to Frank, Rimerman Advisors LLC Holdings