PFS
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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
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

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

Prospera Financial Services's TPVG Position: Q2 2026 in Review

Prospera Financial Services increased its TriplePoint Venture Growth BDC (TPVG) stake by 14% in Q2 2026, buying an estimated $26.5K and bringing the position to 39,760 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Prospera Financial Services first reported a position in TPVG in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Prospera Financial Services held 39,760 shares of TriplePoint Venture Growth BDC worth $195K as of Q2 2026.
  • Prospera Financial Services bought 4,951 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $26.5K.
  • TriplePoint Venture Growth BDC made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1405 holding.
  • Prospera Financial Services first reported a position in TriplePoint Venture Growth BDC in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.