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	$130K	Hold	38,587	–	–	0.02%	236
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

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

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

Curated Wealth Partners held its BlackRock TCP Capital (TCPC) position steady in Q2 2026 at 38,587 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #236.

Curated Wealth Partners first reported a position in TCPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $309K in Q1 2025. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

Curated Wealth Partners held 38,587 shares of BlackRock TCP Capital worth $130K as of Q2 2026.
Curated Wealth Partners left its BlackRock TCP Capital share count unchanged in Q2 2026.
BlackRock TCP Capital made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #236 holding.
Curated Wealth Partners first reported a position in BlackRock TCP Capital in Q3 2024 and has held it in 8 quarters since.
Curated Wealth Partners's BlackRock TCP Capital position peaked at $309K in Q1 2025.
114 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.