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

Kingswood 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
2025
Q2 		– Sell
-10,156
Closed -$81.3K – 788
2025
Q1 		$81.3K Buy
+10,156
New +$88.1K 0.01% 711

Other funds holding TCPC

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Kingswood Wealth Advisors's TCPC Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of BlackRock TCP Capital (TCPC) in Q2 2025, closing a stake of 10,156 shares — an estimated $81.3K sold.

Kingswood Wealth Advisors first reported a position in TCPC in Q1 2025 and held it in 1 quarter. The position peaked at $81.3K in Q1 2025. 132 funds tracked by Wall St. Rank hold TCPC as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining BlackRock TCP Capital position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,156 BlackRock TCP Capital shares in Q2 2025, an estimated $81.3K.
  • Kingswood Wealth Advisors first reported a position in BlackRock TCP Capital in Q1 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's BlackRock TCP Capital position peaked at $81.3K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.