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

Sowell 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 		– Sell
-16,929
Closed -$61.1K – 1219
2026
Q1 		$61.1K Sell
16,929
-2,218
-12% -$10.3K ﹤0.01% 1111
2025
Q4 		$105K Buy
+19,147
New +$110K ﹤0.01% 1086
2020
Q4 		– Sell
-230
Closed -$2K – 2854
2020
Q3 		$2K Hold
230
– – ﹤0.01% 2274
2020
Q2 		$2K Hold
230
– – ﹤0.01% 2206
2020
Q1 		$1K Hold
230
– – ﹤0.01% 2319
2019
Q4 		$3K Hold
230
– – ﹤0.01% 2104
2019
Q3 		$3K Buy
+230
New +$3.17K ﹤0.01% 1980

Other funds holding TCPC

NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sowell Financial Services's TCPC Position: Q2 2026 in Review

Sowell Financial Services sold out of BlackRock TCP Capital (TCPC) in Q2 2026, closing a stake of 16,929 shares — an estimated $61.1K sold.

Sowell Financial Services first reported a position in TCPC in Q3 2019 and held it in 7 quarters. The position peaked at $105K in Q4 2025. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

  • Sowell Financial Services reported no remaining BlackRock TCP Capital position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 16,929 BlackRock TCP Capital shares in Q2 2026, an estimated $61.1K.
  • Sowell Financial Services first reported a position in BlackRock TCP Capital in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's BlackRock TCP Capital position peaked at $105K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.