Summit Securities Group’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Summit Securities Group’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	$24.6K	Hold	5,000	–	–	﹤0.01%	681
2026 Q1	$24.9K	Buy	5,000 +3,600	+257%	+$20.5K	﹤0.01%	485
2025 Q4	$9.16K	Sell	1,400 -5,100	-78%	-$30.6K	﹤0.01%	897
2025 Q3	$37.5K	Buy	+6,500	New	+$43.2K	0.01%	638
2025 Q2	–	Sell	-4,600	Closed	-$32.1K	–	1432
2025 Q1	$32.1K	Sell	4,600 -1,000	-18%	-$7.64K	0.01%	394
2024 Q4	$41.3K	Buy	+5,600	New	+$41.2K	0.01%	301
2023 Q3	–	Sell	-1,000	Closed	-$12K	–	1012
2023 Q2	$12K	Buy	+1,000	New	+$11.3K	﹤0.01%	755

Other funds holding TPVG

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Summit Securities Group's TPVG Position: Q2 2026 in Review

Summit Securities Group held its TriplePoint Venture Growth BDC (TPVG) position steady in Q2 2026 at 5,000 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Summit Securities Group first reported a position in TPVG in Q2 2023 and has held it in 7 quarters since. The position peaked at $41.3K in Q4 2024. 63 funds tracked by Wall St. Rank hold TPVG as of Q2 2026.

Summit Securities Group held 5,000 shares of TriplePoint Venture Growth BDC worth $24.6K as of Q2 2026.
Summit Securities Group left its TriplePoint Venture Growth BDC share count unchanged in Q2 2026.
TriplePoint Venture Growth BDC made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #681 holding.
Summit Securities Group first reported a position in TriplePoint Venture Growth BDC in Q2 2023 and has held it in 7 quarters since.
Summit Securities Group's TriplePoint Venture Growth BDC position peaked at $41.3K in Q4 2024.
63 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.