PAG
TPVG icon

Private Advisor Group’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Private Advisor Group’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.2K Buy
+12,256
New +$65.6K ﹤0.01% 2464
2025
Q2 		– Sell
-10,386
Closed -$72.5K – 2573
2025
Q1 		$72.5K Buy
+10,386
New +$79.4K ﹤0.01% 2220
2020
Q3 		– Sell
-6,394
Closed -$66K – 3263
2020
Q2 		$66K Buy
+6,394
New +$55.4K ﹤0.01% 1940

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Advisor Group's TPVG Position: Q2 2026 in Review

Private Advisor Group opened a new position in TriplePoint Venture Growth BDC (TPVG) in Q2 2026: 12,256 shares worth $60.2K. The stake represents ﹤0.01% of the portfolio and ranks #2464 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in TPVG as recently as Q1 2025.

Private Advisor Group first reported a position in TPVG in Q2 2020 and has held it in 3 quarters since. The position peaked at $72.5K in Q1 2025. 62 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Private Advisor Group held 12,256 shares of TriplePoint Venture Growth BDC worth $60.2K as of Q2 2026.
  • TriplePoint Venture Growth BDC was a new Private Advisor Group position in Q2 2026.
  • TriplePoint Venture Growth BDC made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2464 holding.
  • Private Advisor Group first reported a position in TriplePoint Venture Growth BDC in Q2 2020 and has held it in 3 quarters since.
  • Private Advisor Group's TriplePoint Venture Growth BDC position peaked at $72.5K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.