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

Mission 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
2026 Q2	–	Sell	-13,000	Closed	-$46.9K	–	1086
2026 Q1	$46.9K	Sell	13,000 -1,400	-10%	-$6.49K	﹤0.01%	722
2025 Q4	$78.8K	Sell	14,400 -59	-0.4%	-$340	﹤0.01%	726
2025 Q3	$89.6K	Sell	14,459 -400	-3%	-$2.87K	﹤0.01%	690
2025 Q2	$114K	Buy	+14,859	New	+$109K	﹤0.01%	669
2020 Q2	–	Sell	-26,493	Closed	-$166K	–	344
2020 Q1	$166K	Buy	+26,493	New	+$329K	0.02%	281

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

Mission Wealth Management's TCPC Position: Q2 2026 in Review

Mission Wealth Management sold out of BlackRock TCP Capital (TCPC) in Q2 2026, closing a stake of 13,000 shares — an estimated $46.9K sold.

Mission Wealth Management first reported a position in TCPC in Q1 2020 and held it in 5 quarters. The position peaked at $166K in Q1 2020. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

Mission Wealth Management reported no remaining BlackRock TCP Capital position as of Q2 2026 after selling out during the quarter.
Mission Wealth Management sold 13,000 BlackRock TCP Capital shares in Q2 2026, an estimated $46.9K.
Mission Wealth Management first reported a position in BlackRock TCP Capital in Q1 2020 and held it in 5 quarters.
Mission Wealth Management's BlackRock TCP Capital position peaked at $166K in Q1 2020.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.