Creative Planning
TCPC icon

Creative Planning’s BlackRock TCP Capital TCPC Stock Holding History

Creative Planning’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
Q1 		$53.1K Buy
14,715
+3,461
+31% +$16.1K ﹤0.01% 3978
2025
Q4 		$61.6K Buy
+11,254
New +$64.8K ﹤0.01% 3780
2025
Q3 		– Sell
-11,062
Closed -$85.2K – 4013
2025
Q2 		$85.2K Buy
+11,062
New +$81.2K ﹤0.01% 3453
2017
Q3 		– Sell
-1,309
Closed -$22K – 3517
2017
Q2 		$22K Sell
1,309
-19,250
-94% -$327K ﹤0.01% 3129
2017
Q1 		$358K Hold
20,559
– – ﹤0.01% 1167
2016
Q4 		$347K Buy
20,559
+20,000
+3,578% +$330K ﹤0.01% 1117
2016
Q3 		$9K Sell
559
-142
-20% -$2.27K ﹤0.01% 3592
2016
Q2 		$11K Buy
701
+142
+25% +$2.09K ﹤0.01% 3208
2016
Q1 		$8K Sell
559
-600
-52% -$8.21K ﹤0.01% 3347
2015
Q4 		$16K Buy
1,159
+900
+347% +$13.2K ﹤0.01% 3000
2015
Q3 		$4K Buy
+259
New +$3.95K ﹤0.01% 3734
2015
Q2 		– Sell
-575
Closed -$9K – 2810
2015
Q1 		$9K Buy
+575
New +$9.29K ﹤0.01% 3270
2014
Q4 		– Sell
-500
Closed -$8K – 4339
2014
Q3 		$8K Buy
+500
New +$8.66K ﹤0.01% 3083

Other funds holding TCPC

NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return