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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return