Lakeridge Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History

Lakeridge 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
2025 Q2	–	Sell	-13,024	Closed	-$104K	–	155
2025 Q1	$104K	Hold	13,024	–	–	0.05%	150
2024 Q4	$113K	Hold	13,024	–	–	0.06%	151
2024 Q3	$108K	Hold	13,024	–	–	0.06%	152
2024 Q2	$141K	Hold	13,024	–	–	0.08%	143
2024 Q1	$136K	Buy	+13,024	New	+$144K	0.09%	134

Other funds holding TCPC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Lakeridge Wealth Management's TCPC Position: Q2 2025 in Review

Lakeridge Wealth Management sold out of BlackRock TCP Capital (TCPC) in Q2 2025, closing a stake of 13,024 shares — an estimated $104K sold.

Lakeridge Wealth Management first reported a position in TCPC in Q1 2024 and held it in 5 quarters. The position peaked at $141K in Q2 2024. 132 funds tracked by Wall St. Rank hold TCPC as of Q2 2025.

Lakeridge Wealth Management reported no remaining BlackRock TCP Capital position as of Q2 2025 after selling out during the quarter.
Lakeridge Wealth Management sold 13,024 BlackRock TCP Capital shares in Q2 2025, an estimated $104K.
Lakeridge Wealth Management first reported a position in BlackRock TCP Capital in Q1 2024 and held it in 5 quarters.
Lakeridge Wealth Management's BlackRock TCP Capital position peaked at $141K in Q2 2024.
132 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2025.

Based on Lakeridge Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.