Mallini Complete Financial Planning’s BlackRock TCP Capital TCPC Stock Holding History

Mallini Complete Financial Planning’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	$85.2K	Buy	25,371 +724	+3%	+$2.81K	0.06%	70
2026 Q1	$89K	Buy	24,647 +644	+3%	+$2.99K	0.07%	61
2025 Q4	$131K	Buy	24,003 +598	+3%	+$3.44K	0.11%	61
2025 Q3	$145K	Buy	23,405 +507	+2%	+$3.64K	0.12%	60
2025 Q2	$176K	Buy	22,898 +393	+2%	+$2.89K	0.22%	56
2025 Q1	$180K	Buy	22,505 +1,971	+10%	+$17.1K	0.17%	52
2024 Q4	$179K	Buy	+20,534	New	+$178K	0.17%	55

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

Mallini Complete Financial Planning's TCPC Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its BlackRock TCP Capital (TCPC) stake by 2.9% in Q2 2026, buying an estimated $2.81K and bringing the position to 25,371 shares worth $85.2K. The position accounts for 0.06% of the portfolio, ranked #70.

Mallini Complete Financial Planning first reported a position in TCPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $180K in Q1 2025. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

Mallini Complete Financial Planning held 25,371 shares of BlackRock TCP Capital worth $85.2K as of Q2 2026.
Mallini Complete Financial Planning bought 724 BlackRock TCP Capital shares in Q2 2026, an estimated $2.81K.
BlackRock TCP Capital made up 0.06% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #70 holding.
Mallini Complete Financial Planning first reported a position in BlackRock TCP Capital in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's BlackRock TCP Capital position peaked at $180K in Q1 2025.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.