Avantax Advisory Services’s BlackRock TCP Capital TCPC Stock Holding History

Avantax Advisory Services’s Portfolio TCPC Stock Details TCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$99.5K	Buy	12,922 +26	+0.2%	+$191	﹤0.01%	2290
2025 Q1	$103K	Buy	12,896 +23	+0.2%	+$199	﹤0.01%	2159
2024 Q4	$112K	Sell	12,873 -159	-1%	-$1.38K	﹤0.01%	2115
2024 Q3	$108K	Buy	13,032 +2,000	+18%	+$19.2K	﹤0.01%	2068
2024 Q2	$119K	Buy	+11,032	New	+$117K	﹤0.01%	1998

Other funds holding TCPC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avantax Advisory Services's TCPC Position: Q2 2025 in Review

Avantax Advisory Services increased its BlackRock TCP Capital (TCPC) stake by 0.2% in Q2 2025, buying an estimated $191 and bringing the position to 12,922 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Avantax Advisory Services first reported a position in TCPC in Q2 2024 and has held it in 5 quarters since. The position peaked at $119K in Q2 2024. 132 funds tracked by Wall St. Rank hold TCPC as of Q2 2025.

Avantax Advisory Services held 12,922 shares of BlackRock TCP Capital worth $99.5K as of Q2 2025.
Avantax Advisory Services bought 26 BlackRock TCP Capital shares in Q2 2025, an estimated $191.
BlackRock TCP Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2290 holding.
Avantax Advisory Services first reported a position in BlackRock TCP Capital in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's BlackRock TCP Capital position peaked at $119K in Q2 2024.
132 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.