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Independent Financial Group’s BlackRock TCP Capital TCPC Stock Holding History

Independent Financial Group’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 		$170K Buy
50,610
+2,952
+6% +$11.5K ﹤0.01% 1491
2026
Q1 		$172K Hold
47,658
– – ﹤0.01% 1394
2025
Q4 		$261K Hold
47,658
– – 0.01% 1219
2025
Q3 		$295K Buy
47,658
+384
+0.8% +$2.76K 0.01% 1099
2025
Q2 		$364K Buy
47,274
+438
+0.9% +$3.22K 0.01% 923
2025
Q1 		$375K Sell
46,836
-805
-2% -$6.98K 0.01% 832
2024
Q4 		$415K Buy
47,641
+12,748
+37% +$110K 0.01% 768
2024
Q3 		$289K Sell
34,893
-1,565
-4% -$15K 0.01% 895
2024
Q2 		$394K Buy
36,458
+6,231
+21% +$66K 0.02% 706
2024
Q1 		$315K Sell
30,227
-13,430
-31% -$148K 0.01% 755
2023
Q4 		$504K Buy
43,657
+19,625
+82% +$223K 0.03% 552
2023
Q3 		$282K Hold
24,032
– – 0.02% 681
2023
Q2 		$262K Hold
24,032
– – 0.02% 698
2023
Q1 		$248K Buy
24,032
+268
+1% +$3.24K 0.02% 695
2022
Q4 		$308K Hold
23,764
– – 0.03% 546
2022
Q3 		$260K Buy
23,764
+2,000
+9% +$26K 0.02% 582
2022
Q2 		$273K Sell
21,764
-364
-2% -$4.89K 0.03% 528
2022
Q1 		$316K Hold
22,128
– – 0.03% 575
2021
Q4 		$299K Buy
22,128
+6,032
+37% +$83.8K 0.02% 593
2021
Q3 		$218K Hold
16,096
– – 0.02% 637
2021
Q2 		$222K Sell
16,096
-392
-2% -$5.67K 0.02% 633
2021
Q1 		$228K Sell
16,488
-184
-1% -$2.34K 0.03% 551
2020
Q4 		$187K Hold
16,672
– – 0.03% 525
2020
Q3 		$164K Hold
16,672
– – 0.03% 470
2020
Q2 		$152K Buy
16,672
+2,233
+15% +$19.2K 0.03% 440
2020
Q1 		$90.2K Buy
+14,439
New +$179K 0.03% 383

Other funds holding TCPC

NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AM
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
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Independent Financial Group's TCPC Position: Q2 2026 in Review

Independent Financial Group increased its BlackRock TCP Capital (TCPC) stake by 6.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 50,610 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Independent Financial Group first reported a position in TCPC in Q1 2020 and has held it in 26 quarters since. The position peaked at $504K in Q4 2023. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

  • Independent Financial Group held 50,610 shares of BlackRock TCP Capital worth $170K as of Q2 2026.
  • Independent Financial Group bought 2,952 BlackRock TCP Capital shares in Q2 2026, an estimated $11.5K.
  • BlackRock TCP Capital made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1491 holding.
  • Independent Financial Group first reported a position in BlackRock TCP Capital in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's BlackRock TCP Capital position peaked at $504K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.