Independent Financial Group
TCPC icon

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
Q3 		$201K Sell
50,210
-400
-0.8% -$1.5K ﹤0.01% 1512
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

MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Independent Financial Group's TCPC Position: Q3 2026 in Review

Independent Financial Group reduced its BlackRock TCP Capital (TCPC) stake by 0.79% in Q3 2026, selling an estimated $1.5K and leaving 50,210 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Independent Financial Group first reported a position in TCPC in Q1 2020 and has held it in 27 quarters since. The position peaked at $504K in Q4 2023. 6 funds tracked by Wall St. Rank hold TCPC as of Q3 2026.

  • Independent Financial Group held 50,210 shares of BlackRock TCP Capital worth $201K as of Q3 2026.
  • Independent Financial Group sold 400 BlackRock TCP Capital shares in Q3 2026, an estimated $1.5K.
  • BlackRock TCP Capital made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1512 holding.
  • Independent Financial Group first reported a position in BlackRock TCP Capital in Q1 2020 and has held it in 27 quarters since.
  • Independent Financial Group's BlackRock TCP Capital position peaked at $504K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.