Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EWA
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
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
$330M AUM
11.54%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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
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
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close