Institute for Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History

Institute for Wealth Management’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	$2.24K	Buy	+667	New	+$2.59K	﹤0.01%	1577

Other funds holding TCPC

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCA

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

BAMF

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $12.6B AUM 41.69% 1-Year Est. Return

Institute for Wealth Management's TCPC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock TCP Capital (TCPC) in Q2 2026: 667 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings.

61 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

Institute for Wealth Management held 667 shares of BlackRock TCP Capital worth $2.24K as of Q2 2026.
BlackRock TCP Capital was a new Institute for Wealth Management position in Q2 2026.
BlackRock TCP Capital made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1577 holding.
61 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.