EverSource Wealth Advisors’s BlackRock TCP Capital TCPC Stock Holding History

EverSource Wealth Advisors’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	$2.52K	Hold	750	–	–	﹤0.01%	3631
2026 Q1	$2.71K	Hold	750	–	–	﹤0.01%	3530
2025 Q4	$4.1K	Hold	750	–	–	﹤0.01%	3200
2025 Q3	$4.65K	Hold	750	–	–	﹤0.01%	3190
2025 Q2	$5.78K	Hold	750	–	–	﹤0.01%	3097
2025 Q1	$6.01K	Sell	750 -1	-0.1%	-$9	﹤0.01%	2409
2024 Q4	$6.54K	Buy	751 +1	+0.1%	+$9	﹤0.01%	2223
2024 Q3	$6.22K	Hold	750	–	–	﹤0.01%	2130
2024 Q2	$7.93K	Hold	750	–	–	﹤0.01%	1990
2024 Q1	$7.56K	Hold	750	–	–	﹤0.01%	1838
2023 Q4	$8.65K	Hold	750	–	–	﹤0.01%	1624
2023 Q3	$8.8K	Hold	750	–	–	﹤0.01%	1470
2023 Q2	$8.18K	Hold	750	–	–	﹤0.01%	1535
2023 Q1	$7.72K	Hold	750	–	–	﹤0.01%	1475
2022 Q4	$9.71K	Buy	+750	New	+$9.35K	﹤0.01%	1344

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

EverSource Wealth Advisors's TCPC Position: Q2 2026 in Review

EverSource Wealth Advisors held its BlackRock TCP Capital (TCPC) position steady in Q2 2026 at 750 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

EverSource Wealth Advisors first reported a position in TCPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.71K in Q4 2022. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

EverSource Wealth Advisors held 750 shares of BlackRock TCP Capital worth $2.52K as of Q2 2026.
EverSource Wealth Advisors left its BlackRock TCP Capital share count unchanged in Q2 2026.
BlackRock TCP Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3631 holding.
EverSource Wealth Advisors first reported a position in BlackRock TCP Capital in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's BlackRock TCP Capital position peaked at $9.71K in Q4 2022.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.