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 Q2	$80.6K	Buy	23,998 +9,283	+63%	+$36K	﹤0.01%	4072
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	–	2808
2015 Q1	$9K	Buy	+575	New	+$9.29K	﹤0.01%	3270
2014 Q4	–	Sell	-500	Closed	-$8K	–	4338
2014 Q3	$8K	Buy	+500	New	+$8.66K	﹤0.01%	3083

Other funds holding TCPC

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Creative Planning's TCPC Position: Q2 2026 in Review

Creative Planning increased its BlackRock TCP Capital (TCPC) stake by 63% in Q2 2026, buying an estimated $36K and bringing the position to 23,998 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Creative Planning first reported a position in TCPC in Q3 2014 and has held it in 14 quarters since. The position peaked at $358K in Q1 2017. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

Creative Planning held 23,998 shares of BlackRock TCP Capital worth $80.6K as of Q2 2026.
Creative Planning bought 9,283 BlackRock TCP Capital shares in Q2 2026, an estimated $36K.
BlackRock TCP Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4072 holding.
Creative Planning first reported a position in BlackRock TCP Capital in Q3 2014 and has held it in 14 quarters since.
Creative Planning's BlackRock TCP Capital position peaked at $358K in Q1 2017.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.