GoalVest Advisory’s BlackRock TCP Capital TCPC Stock Holding History

GoalVest Advisory’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
2025 Q4	–	Sell	-608	Closed	-$3.77K	–	550
2025 Q3	$3.77K	Buy	+608	New	+$4.36K	﹤0.01%	374

Other funds holding TCPC

NCM

Next Capital Management New York $370M AUM 13.07% 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

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

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GoalVest Advisory's TCPC Position: Q4 2025 in Review

GoalVest Advisory sold out of BlackRock TCP Capital (TCPC) in Q4 2025, closing a stake of 608 shares — an estimated $3.77K sold.

GoalVest Advisory first reported a position in TCPC in Q3 2025 and held it in 1 quarter. The position peaked at $3.77K in Q3 2025. 127 funds tracked by Wall St. Rank hold TCPC as of Q4 2025.

GoalVest Advisory reported no remaining BlackRock TCP Capital position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 608 BlackRock TCP Capital shares in Q4 2025, an estimated $3.77K.
GoalVest Advisory first reported a position in BlackRock TCP Capital in Q3 2025 and held it in 1 quarter.
GoalVest Advisory's BlackRock TCP Capital position peaked at $3.77K in Q3 2025.
127 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.