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Independent Financial Group’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Independent Financial Group’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,050
Closed -$269K – 1242
2024
Q3 		$269K Sell
38,050
-21,350
-36% -$167K 0.01% 923
2024
Q2 		$477K Sell
59,400
-21,600
-27% -$198K 0.02% 622
2024
Q1 		$768K Sell
81,000
-8,300
-9% -$88K 0.04% 452
2023
Q4 		$970K Buy
89,300
+825
+0.9% +$8.44K 0.05% 367
2023
Q3 		$925K Buy
88,475
+1,331
+2% +$15.2K 0.06% 336
2023
Q2 		$1.03M Buy
87,144
+1,697
+2% +$19.2K 0.07% 305
2023
Q1 		$1.03M Buy
85,447
+74,000
+646% +$864K 0.08% 271
2022
Q4 		$119K Buy
+11,447
New +$139K 0.01% 749
2020
Q4 		– Sell
-42,797
Closed -$472K – 604
2020
Q3 		$472K Sell
42,797
-400
-0.9% -$4.47K 0.09% 248
2020
Q2 		$444K Buy
43,197
+2,304
+6% +$20K 0.1% 242
2020
Q1 		$235K Buy
+40,893
New +$483K 0.07% 296

Other funds holding TPVG

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Financial Group's TPVG Position: Q4 2024 in Review

Independent Financial Group sold out of TriplePoint Venture Growth BDC (TPVG) in Q4 2024, closing a stake of 38,050 shares — an estimated $269K sold.

Independent Financial Group first reported a position in TPVG in Q1 2020 and held it in 11 quarters. The position peaked at $1.03M in Q1 2023. 84 funds tracked by Wall St. Rank hold TPVG as of Q4 2024.

  • Independent Financial Group reported no remaining TriplePoint Venture Growth BDC position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 38,050 TriplePoint Venture Growth BDC shares in Q4 2024, an estimated $269K.
  • Independent Financial Group first reported a position in TriplePoint Venture Growth BDC in Q1 2020 and held it in 11 quarters.
  • Independent Financial Group's TriplePoint Venture Growth BDC position peaked at $1.03M in Q1 2023.
  • 84 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.