Key Financial Inc’s BlackRock TCP Capital TCPC Stock Holding History

Key Financial Inc’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	$87	Hold	26	–	–	﹤0.01%	1328
2026 Q1	$94	Hold	26	–	–	﹤0.01%	1366
2025 Q4	$142	Hold	26	–	–	﹤0.01%	1397
2025 Q3	$159	Hold	26	–	–	﹤0.01%	1408
2025 Q2	$200	Hold	26	–	–	﹤0.01%	1380
2025 Q1	$208	Hold	26	–	–	﹤0.01%	1337
2024 Q4	$226	Hold	26	–	–	﹤0.01%	1332
2024 Q3	$216	Hold	26	–	–	﹤0.01%	1307
2024 Q2	$281	Hold	26	–	–	﹤0.01%	1285
2024 Q1	$271	Buy	+26	New	+$287	﹤0.01%	1259

Other funds holding TCPC

NCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

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 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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Key Financial Inc's TCPC Position: Q2 2026 in Review

Key Financial Inc held its BlackRock TCP Capital (TCPC) position steady in Q2 2026 at 26 shares worth $87. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Key Financial Inc first reported a position in TCPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $281 in Q2 2024. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

Key Financial Inc held 26 shares of BlackRock TCP Capital worth $87 as of Q2 2026.
Key Financial Inc left its BlackRock TCP Capital share count unchanged in Q2 2026.
BlackRock TCP Capital made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1328 holding.
Key Financial Inc first reported a position in BlackRock TCP Capital in Q1 2024 and has held it in 10 quarters since.
Key Financial Inc's BlackRock TCP Capital position peaked at $281 in Q2 2024.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.