MCFP
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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
Q3 		$104K Buy
26,003
+632
+2% +$2.37K 0.07% 72
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

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Mallini Complete Financial Planning's TCPC Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its BlackRock TCP Capital (TCPC) stake by 2.5% in Q3 2026, buying an estimated $2.37K and bringing the position to 26,003 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #72.

Mallini Complete Financial Planning first reported a position in TCPC in Q4 2024 and has held it in 8 quarters since. The position peaked at $180K in Q1 2025. 6 funds tracked by Wall St. Rank hold TCPC as of Q3 2026.

  • Mallini Complete Financial Planning held 26,003 shares of BlackRock TCP Capital worth $104K as of Q3 2026.
  • Mallini Complete Financial Planning bought 632 BlackRock TCP Capital shares in Q3 2026, an estimated $2.37K.
  • BlackRock TCP Capital made up 0.07% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #72 holding.
  • Mallini Complete Financial Planning first reported a position in BlackRock TCP Capital in Q4 2024 and has held it in 8 quarters since.
  • Mallini Complete Financial Planning's BlackRock TCP Capital position peaked at $180K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.