CFM
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Compass Financial Management’s BlackRock TCP Capital TCPC Stock Holding History

Compass Financial Management’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
2026
Q2 		$13K Buy
+3,869
New +$15K ﹤0.01% 999

Other funds holding TCPC

NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Compass Financial Management's TCPC Position: Q2 2026 in Review

Compass Financial Management opened a new position in BlackRock TCP Capital (TCPC) in Q2 2026: 3,869 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #999 among its holdings.

108 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

  • Compass Financial Management held 3,869 shares of BlackRock TCP Capital worth $13K as of Q2 2026.
  • BlackRock TCP Capital was a new Compass Financial Management position in Q2 2026.
  • BlackRock TCP Capital made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #999 holding.
  • 108 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.