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JFS Wealth Advisors’s BlackRock TCP Capital TCPC Stock Holding History

JFS Wealth Advisors’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 		$269 Buy
+80
New +$311 ﹤0.01% 2088

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

JFS Wealth Advisors's TCPC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in BlackRock TCP Capital (TCPC) in Q2 2026: 80 shares worth $269. The stake represents ﹤0.01% of the portfolio and ranks #2088 among its holdings.

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

  • JFS Wealth Advisors held 80 shares of BlackRock TCP Capital worth $269 as of Q2 2026.
  • BlackRock TCP Capital was a new JFS Wealth Advisors position in Q2 2026.
  • BlackRock TCP Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2088 holding.
  • 114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.