TRUST CO OF VERMONT TPG — TPG Inc Cl A

Ownership history in TRUST CO OF VERMONT  ·  7 quarters on record

AI Ownership Summary

TRUST CO OF VERMONT reported TPG Inc Cl A (TPG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.16% in 2025 Q4. 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 TRUST CO OF VERMONT's position in TPG Inc Cl A, 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 Q3

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

High-water mark
Peak Conviction
0.16% in 2025 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q3

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 TRUST CO OF VERMONT fund profile TRUST CO OF VERMONT full holdings
How TRUST CO OF VERMONT 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 41,118 -22,483 -35.4% 0.06% $1.8M 2026-10-21 $44.08
2026 Q2 ADDED — — — 63,601 +1,975 +3.2% 0.10% $2.6M 2026-08-07 $48.47
2025 Q4 ADDED — — — 61,626 +3,995 +6.9% 0.16% $3.9M 2026-01-16 $64.71
2025 Q3 ADDED — — — 57,631 +9,609 +20.0% 0.14% $3.3M 2025-10-14 $54.58
2025 Q2 ADDED — — — 48,022 +4,819 +11.2% 0.12% $2.5M 2025-07-18 $53.14
2025 Q1 ADDED — — — 43,203 +8,380 +24.1% 0.10% $2.0M 2025-04-24 $43.90
2024 Q4 INITIATED — — — 34,823 — — 0.11% $2.2M 2025-01-15 $61.47

🏢 Other funds also holding TPG

As of 2026 Q3 — sorted by position size

Pictet North America Advisors SA 3Y 7Y 0.97% Milestones Administradora de Recursos Ltda. 0.6% Fearless Solutions, LLC dba Best Invest 0.59% Private Wealth Partners, LLC 3Y 7Y 0.48% STABLEFORD CAPITAL II LLC 3Y 0.45% Border to Coast Pensions Partnership Ltd 3Y 0.27% Flower City Capital 3Y 0.14% Retirement Planning Co of New England, Inc. 3Y 0.13% Oak Thistle LLC 3Y 0.09% JACKSON SQUARE CAPITAL, LLC 3Y 0.07%

FAQ About TRUST CO OF VERMONT and TPG

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

How long has TRUST CO OF VERMONT reported owning TPG?

TRUST CO OF VERMONT reported TPG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported TPG position in TRUST CO OF VERMONT's portfolio?

The largest reported portfolio weight for TPG was 0.16% in 2025 Q4.

What is the latest reported TPG position on this page?

The most recent filing on this page is 2026 Q3, when TRUST CO OF VERMONT reported 41,118 shares, equal to 0.06% of portfolio, with an estimated market value of $1.8M.

What does the chart on this TPG ownership page compare?

The chart compares TRUST CO OF VERMONT'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 TRUST CO OF VERMONT time their TPG position?

Based on 13F filing dates vs. subsequent TPG price moves, TRUST CO OF VERMONT correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TPG relative to SPY over the holding period was -29.5%.

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