Allworth Financial’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Allworth Financial’s Portfolio TPVG Stock Details TPVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,472	Closed	-$12.3K	–	5405
2026 Q1	$12.3K	Buy	+2,472	New	+$14.1K	﹤0.01%	3365
2022 Q2	–	Sell	-138	Closed	-$2K	–	2816
2022 Q1	$2K	Hold	138	–	–	﹤0.01%	1834
2021 Q4	$2K	Hold	138	–	–	﹤0.01%	1755
2021 Q3	$2K	Hold	138	–	–	﹤0.01%	1707
2021 Q2	$2K	Hold	138	–	–	﹤0.01%	1409
2021 Q1	$2K	Buy	+138	New	+$1.94K	﹤0.01%	1334

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial's TPVG Position: Q2 2026 in Review

Allworth Financial sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2026, closing a stake of 2,472 shares — an estimated $12.3K sold.

Allworth Financial first reported a position in TPVG in Q1 2021 and held it in 6 quarters. The position peaked at $12.3K in Q1 2026. 62 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Allworth Financial reported no remaining TriplePoint Venture Growth BDC position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 2,472 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $12.3K.
Allworth Financial first reported a position in TriplePoint Venture Growth BDC in Q1 2021 and held it in 6 quarters.
Allworth Financial's TriplePoint Venture Growth BDC position peaked at $12.3K in Q1 2026.
62 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.