BH
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Burk Holdings’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Burk Holdings’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
-1,910
Closed -$9.53K – 689
2026
Q1 		$9.53K Buy
+1,910
New +$10.9K ﹤0.01% 274

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Burk Holdings's TPVG Position: Q2 2026 in Review

Burk Holdings sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2026, closing a stake of 1,910 shares — an estimated $9.53K sold.

Burk Holdings first reported a position in TPVG in Q1 2026 and held it in 1 quarter. The position peaked at $9.53K in Q1 2026. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Burk Holdings reported no remaining TriplePoint Venture Growth BDC position as of Q2 2026 after selling out during the quarter.
  • Burk Holdings sold 1,910 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $9.53K.
  • Burk Holdings first reported a position in TriplePoint Venture Growth BDC in Q1 2026 and held it in 1 quarter.
  • Burk Holdings's TriplePoint Venture Growth BDC position peaked at $9.53K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.