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Spire Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History

Spire Wealth Management’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 		$17.4K Buy
5,165
+211
+4% +$819 ﹤0.01% 1482
2026
Q1 		$17.9K Sell
4,954
-234
-5% -$1.08K ﹤0.01% 1461
2025
Q4 		$28.4K Sell
5,188
-7,468
-59% -$43K ﹤0.01% 1350
2025
Q3 		$78.5K Buy
+12,656
New +$90.8K ﹤0.01% 1082
2025
Q2 		– Sell
-12,867
Closed -$103K – 2558
2025
Q1 		$103K Buy
12,867
+135
+1% +$1.17K ﹤0.01% 1021
2024
Q4 		$111K Sell
12,732
-636
-5% -$5.5K ﹤0.01% 998
2024
Q3 		$111K Buy
13,368
+171
+1% +$1.64K ﹤0.01% 884
2024
Q2 		$143K Buy
13,197
+258
+2% +$2.73K 0.01% 806
2024
Q1 		$135K Buy
12,939
+88
+0.7% +$973 ﹤0.01% 904
2023
Q4 		$149K Buy
12,851
+1,730
+16% +$19.6K ﹤0.01% 858
2023
Q3 		$131K Buy
11,121
+96
+0.9% +$1.15K 0.01% 850
2023
Q2 		$120K Buy
11,025
+441
+4% +$4.62K ﹤0.01% 913
2023
Q1 		$109K Buy
10,584
+2,680
+34% +$32.4K ﹤0.01% 943
2022
Q4 		$102K Buy
7,904
+5
+0.1% +$62 0.01% 736
2022
Q3 		$86K Buy
7,899
+239
+3% +$3.11K 0.01% 757
2022
Q2 		$96K Buy
+7,660
New +$103K ﹤0.01% 1050

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

Spire Wealth Management's TCPC Position: Q2 2026 in Review

Spire Wealth Management increased its BlackRock TCP Capital (TCPC) stake by 4.3% in Q2 2026, buying an estimated $819 and bringing the position to 5,165 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Spire Wealth Management first reported a position in TCPC in Q2 2022 and has held it in 16 quarters since. The position peaked at $149K in Q4 2023. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

  • Spire Wealth Management held 5,165 shares of BlackRock TCP Capital worth $17.4K as of Q2 2026.
  • Spire Wealth Management bought 211 BlackRock TCP Capital shares in Q2 2026, an estimated $819.
  • BlackRock TCP Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1482 holding.
  • Spire Wealth Management first reported a position in BlackRock TCP Capital in Q2 2022 and has held it in 16 quarters since.
  • Spire Wealth Management's BlackRock TCP Capital position peaked at $149K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.