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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return