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Curated Wealth Partners’s BlackRock TCP Capital TCPC Stock Holding History

Curated Wealth Partners’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 		– Sell
-38,587
Closed -$139K – 888
2026
Q1 		$139K Hold
38,587
– – 0.02% 222
2025
Q4 		$211K Hold
38,587
– – 0.02% 192
2025
Q3 		$239K Hold
38,587
– – 0.03% 139
2025
Q2 		$297K Hold
38,587
– – 0.03% 126
2025
Q1 		$309K Buy
38,587
+10,000
+35% +$86.7K 0.04% 120
2024
Q4 		$249K Hold
28,587
– – 0.03% 128
2024
Q3 		$237K Buy
+28,587
New +$275K 0.03% 122

Other funds holding TCPC

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
RBC
Romano Brothers & Co Evanston, Illinois $994M AUM 41.36% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Curated Wealth Partners's TCPC Position: Q2 2026 in Review

Curated Wealth Partners sold out of BlackRock TCP Capital (TCPC) in Q2 2026, closing a stake of 38,587 shares — an estimated $139K sold.

Curated Wealth Partners first reported a position in TCPC in Q3 2024 and held it in 7 quarters. The position peaked at $309K in Q1 2025. 27 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

  • Curated Wealth Partners reported no remaining BlackRock TCP Capital position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 38,587 BlackRock TCP Capital shares in Q2 2026, an estimated $139K.
  • Curated Wealth Partners first reported a position in BlackRock TCP Capital in Q3 2024 and held it in 7 quarters.
  • Curated Wealth Partners's BlackRock TCP Capital position peaked at $309K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.