Prospera Financial Services’s BlackRock TCP Capital TCPC Stock Holding History

Prospera Financial Services’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	$47.7K	Sell	14,200 -279	-2%	-$1.08K	﹤0.01%	1452
2026 Q1	$52.3K	Sell	14,479 -307	-2%	-$1.42K	﹤0.01%	1398
2025 Q4	$80.9K	Sell	14,786 -1,731	-10%	-$9.97K	﹤0.01%	1335
2025 Q3	$102K	Buy	16,517 +1,581	+11%	+$11.3K	﹤0.01%	1324
2025 Q2	$115K	Buy	+14,936	New	+$110K	﹤0.01%	1278
2022 Q2	–	Sell	-453	Closed	-$6K	–	2508
2022 Q1	$6K	Buy	+453	New	+$6.22K	﹤0.01%	2232
2020 Q4	–	Sell	-58	Closed	-$1K	–	1477
2020 Q3	$1K	Buy	+58	New	+$562	﹤0.01%	1578

Other funds holding TCPC

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

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 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