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Samalin Investment Counsel’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Samalin Investment Counsel’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 		$303K Sell
61,743
-37,850
-38% -$203K 0.09% 243
2026
Q1 		$497K Buy
99,593
+7,218
+8% +$41.2K 0.18% 162
2025
Q4 		$604K Sell
92,375
-917
-1% -$5.49K 0.21% 142
2025
Q3 		$538K Buy
93,292
+656
+0.7% +$4.36K 0.19% 173
2025
Q2 		$649K Buy
92,636
+10,730
+13% +$70.3K 0.25% 118
2025
Q1 		$572K Buy
81,906
+11,364
+16% +$86.8K 0.23% 130
2024
Q4 		$521K Sell
70,542
-7,696
-10% -$56.6K 0.22% 139
2024
Q3 		$552K Buy
78,238
+22,187
+40% +$173K 0.24% 134
2024
Q2 		$450K Buy
56,051
+9,974
+22% +$91.4K 0.21% 159
2024
Q1 		$437K Buy
46,077
+1,748
+4% +$18.5K 0.21% 166
2023
Q4 		$481K Buy
44,329
+3,794
+9% +$38.8K 0.24% 134
2023
Q3 		$424K Buy
40,535
+3,446
+9% +$39.3K 0.24% 124
2023
Q2 		$437K Buy
37,089
+7,406
+25% +$83.7K 0.24% 124
2023
Q1 		$359K Buy
29,683
+1,925
+7% +$22.5K 0.22% 137
2022
Q4 		$290K Buy
+27,758
New +$336K 0.18% 160

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

Samalin Investment Counsel's TPVG Position: Q2 2026 in Review

Samalin Investment Counsel reduced its TriplePoint Venture Growth BDC (TPVG) stake by 38% in Q2 2026, selling an estimated $203K and leaving 61,743 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #243.

Samalin Investment Counsel first reported a position in TPVG in Q4 2022 and has held it in 15 quarters since. The position peaked at $649K in Q2 2025. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

  • Samalin Investment Counsel held 61,743 shares of TriplePoint Venture Growth BDC worth $303K as of Q2 2026.
  • Samalin Investment Counsel sold 37,850 TriplePoint Venture Growth BDC shares in Q2 2026, an estimated $203K.
  • TriplePoint Venture Growth BDC made up 0.09% of Samalin Investment Counsel's portfolio in Q2 2026, its #243 holding.
  • Samalin Investment Counsel first reported a position in TriplePoint Venture Growth BDC in Q4 2022 and has held it in 15 quarters since.
  • Samalin Investment Counsel's TriplePoint Venture Growth BDC position peaked at $649K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.