Commonwealth Equity Services
TPVG icon

Commonwealth Equity Services’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Commonwealth Equity Services’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
-11,126
Closed -$55.5K – 4565
2026
Q1 		$55.5K Buy
11,126
+154
+1% +$878 ﹤0.01% 4193
2025
Q4 		$71.8K Sell
10,972
-3,463
-24% -$20.7K ﹤0.01% 4148
2025
Q3 		$83K Sell
14,435
-3,861
-21% -$25.7K ﹤0.01% 4111
2025
Q2 		$128K Sell
18,296
-364
-2% -$2.38K ﹤0.01% 4020
2025
Q1 		$130K Buy
18,660
+1,981
+12% +$15.1K ﹤0.01% 3946
2024
Q4 		$123K Sell
16,679
-1,905
-10% -$14K ﹤0.01% 3868
2024
Q3 		$131K Sell
18,584
-12,548
-40% -$97.9K ﹤0.01% 3816
2024
Q2 		$250K Buy
31,132
+1,346
+5% +$12.3K ﹤0.01% 3467
2024
Q1 		$282K Buy
29,786
+1,527
+5% +$16.2K ﹤0.01% 3327
2023
Q4 		$307K Sell
28,259
-3,481
-11% -$35.6K ﹤0.01% 3150
2023
Q3 		$332K Buy
31,740
+1,264
+4% +$14.4K ﹤0.01% 2936
2023
Q2 		$359K Buy
30,476
+3,122
+11% +$35.3K ﹤0.01% 2890
2023
Q1 		$330K Buy
27,354
+7,226
+36% +$84.4K ﹤0.01% 2892
2022
Q4 		$209K Buy
20,128
+1,290
+7% +$15.6K ﹤0.01% 3195
2022
Q3 		$204K Buy
18,838
+2,195
+13% +$28.6K ﹤0.01% 3159
2022
Q2 		$212K Buy
16,643
+1,122
+7% +$16.9K ﹤0.01% 3145
2022
Q1 		$271K Buy
15,521
+358
+2% +$6.07K ﹤0.01% 3057
2021
Q4 		$272K Sell
15,163
-13
-0.1% -$228 ﹤0.01% 3059
2021
Q3 		$240K Buy
15,176
+1,656
+12% +$25.9K ﹤0.01% 3118
2021
Q2 		$205K Sell
13,520
-337
-2% -$5.19K ﹤0.01% 3248
2021
Q1 		$200K Buy
13,857
+646
+5% +$9.1K ﹤0.01% 3123
2020
Q4 		$172K Buy
13,211
+812
+7% +$9.85K ﹤0.01% 2962
2020
Q3 		$136K Buy
12,399
+420
+4% +$4.7K ﹤0.01% 2820
2020
Q2 		$123K Sell
11,979
-6,323
-35% -$54.8K ﹤0.01% 2739
2020
Q1 		$105K Buy
18,302
+262
+1% +$3.09K ﹤0.01% 2574
2019
Q4 		$256K Sell
18,040
-3,387
-16% -$51.9K ﹤0.01% 2435
2019
Q3 		$352K Sell
21,427
-1,158
-5% -$18.1K ﹤0.01% 2087
2019
Q2 		$321K Buy
22,585
+1,703
+8% +$23.9K ﹤0.01% 2150
2019
Q1 		$287K Buy
20,882
+9,848
+89% +$125K ﹤0.01% 2187
2018
Q4 		$120K Buy
+11,034
New +$135K ﹤0.01% 2459

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

Commonwealth Equity Services's TPVG Position: Q2 2026 in Review

Commonwealth Equity Services sold out of TriplePoint Venture Growth BDC (TPVG) in Q2 2026, closing a stake of 11,126 shares — an estimated $55.5K sold.

Commonwealth Equity Services first reported a position in TPVG in Q4 2018 and held it in 30 quarters. The position peaked at $359K in Q2 2023. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Commonwealth Equity Services reported no remaining TriplePoint Venture Growth BDC position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,126 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $55.5K.
  • Commonwealth Equity Services first reported a position in TriplePoint Venture Growth BDC in Q4 2018 and held it in 30 quarters.
  • Commonwealth Equity Services's TriplePoint Venture Growth BDC position peaked at $359K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.