Prospera Financial Services
TPVG icon

Prospera Financial Services’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Prospera Financial Services’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
Q3 		$199K Buy
44,024
+4,264
+11% +$21.2K ﹤0.01% 1435
2026
Q2 		$195K Buy
39,760
+4,951
+14% +$26.5K ﹤0.01% 1405
2026
Q1 		$174K Buy
+34,809
New +$199K ﹤0.01% 1361

Other funds holding TPVG

Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Arlington Capital Management
Arlington Capital Management Arlington Heights, Illinois $174M AUM 14.76% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
D'Orazio & Associates
D'Orazio & Associates Falls Church, Virginia $902M AUM 15.38% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $26.4M AUM 1.31% 1-Year Est. Return

Prospera Financial Services's TPVG Position: Q3 2026 in Review

Prospera Financial Services increased its TriplePoint Venture Growth BDC (TPVG) stake by 11% in Q3 2026, buying an estimated $21.2K and bringing the position to 44,024 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Prospera Financial Services first reported a position in TPVG in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold TPVG as of Q3 2026.

  • Prospera Financial Services held 44,024 shares of TriplePoint Venture Growth BDC worth $199K as of Q3 2026.
  • Prospera Financial Services bought 4,264 TriplePoint Venture Growth BDC shares in Q3 2026, an estimated $21.2K.
  • TriplePoint Venture Growth BDC made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1435 holding.
  • Prospera Financial Services first reported a position in TriplePoint Venture Growth BDC in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.