LWMI
TCPC icon

Legacy Wealth Management (Idaho)’s BlackRock TCP Capital TCPC Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		– Sell
-700
Closed -$3.83K – 1063
2025
Q4 		$3.83K Hold
700
– – ﹤0.01% 582
2025
Q3 		$4.34K Buy
+700
New +$5.02K ﹤0.01% 452
2025
Q2 		– Sell
-700
Closed -$5.61K – 861
2025
Q1 		$5.61K Hold
700
– – ﹤0.01% 409
2024
Q4 		$6.3K Hold
700
– – ﹤0.01% 351
2024
Q3 		$6.21K Buy
+700
New +$6.73K ﹤0.01% 372

Other funds holding TCPC

NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TCPC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) sold out of BlackRock TCP Capital (TCPC) in Q1 2026, closing a stake of 700 shares — an estimated $3.83K sold.

Legacy Wealth Management (Idaho) first reported a position in TCPC in Q3 2024 and held it in 5 quarters. The position peaked at $6.3K in Q4 2024. 117 funds tracked by Wall St. Rank hold TCPC as of Q1 2026.

  • Legacy Wealth Management (Idaho) reported no remaining BlackRock TCP Capital position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 700 BlackRock TCP Capital shares in Q1 2026, an estimated $3.83K.
  • Legacy Wealth Management (Idaho) first reported a position in BlackRock TCP Capital in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s BlackRock TCP Capital position peaked at $6.3K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.