JWA
TCPC icon

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

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return