TWM
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Tradition Wealth Management’s TriplePoint Venture Growth BDC TPVG Stock Holding History

Tradition Wealth Management’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
Q1 		$54.4K Sell
10,911
-3,914
-26% -$22.3K ﹤0.01% 502
2025
Q4 		$97K Buy
14,825
+308
+2% +$1.84K 0.01% 479
2025
Q3 		$83.8K Buy
+14,517
New +$96.6K 0.01% 476
2024
Q2 		– Sell
-11,345
Closed -$108K – 417
2024
Q1 		$108K Buy
11,345
+1,529
+16% +$16.2K 0.01% 379
2023
Q4 		$107K Buy
9,816
+353
+4% +$3.61K 0.01% 451
2023
Q3 		$99K Buy
9,463
+289
+3% +$3.3K 0.01% 441
2023
Q2 		$108K Buy
9,174
+1,243
+16% +$14K 0.01% 434
2023
Q1 		$96K Buy
7,931
+1,208
+18% +$14.1K 0.01% 455
2022
Q4 		$70K Buy
6,723
+1,694
+34% +$20.5K 0.01% 452
2022
Q3 		$55K Sell
5,029
-283
-5% -$3.69K 0.01% 487
2022
Q2 		$68K Buy
5,312
+88
+2% +$1.33K 0.01% 415
2022
Q1 		$91K Hold
5,224
– – 0.01% 412
2021
Q4 		$94K Buy
5,224
+494
+10% +$8.65K 0.01% 418
2021
Q3 		$75K Buy
4,730
+192
+4% +$3.01K 0.01% 417
2021
Q2 		$69K Buy
4,538
+564
+14% +$8.69K 0.01% 465
2021
Q1 		$57K Buy
3,974
+928
+30% +$13.1K 0.01% 406
2020
Q4 		$40K Buy
+3,046
New +$36.9K 0.01% 451

Other funds holding TPVG

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $282M AUM 16.72% 1-Year Est. Return

Tradition Wealth Management's TPVG Position: Q1 2026 in Review

Tradition Wealth Management reduced its TriplePoint Venture Growth BDC (TPVG) stake by 26% in Q1 2026, selling an estimated $22.3K and leaving 10,911 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Tradition Wealth Management first reported a position in TPVG in Q4 2020 and has held it in 17 quarters since. The position peaked at $108K in Q2 2023. 73 funds tracked by Wall St. Rank hold TPVG as of Q1 2026.

  • Tradition Wealth Management held 10,911 shares of TriplePoint Venture Growth BDC worth $54.4K as of Q1 2026.
  • Tradition Wealth Management sold 3,914 TriplePoint Venture Growth BDC shares in Q1 2026, an estimated $22.3K.
  • TriplePoint Venture Growth BDC made up ﹤0.01% of Tradition Wealth Management's portfolio in Q1 2026, its #502 holding.
  • Tradition Wealth Management first reported a position in TriplePoint Venture Growth BDC in Q4 2020 and has held it in 17 quarters since.
  • Tradition Wealth Management's TriplePoint Venture Growth BDC position peaked at $108K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.