UAG
TCPC icon

United Advisor Group’s BlackRock TCP Capital TCPC Stock Holding History

United Advisor Group’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
Q1 		$323K Sell
89,527
-5,391
-6% -$25K 0.04% 377
2025
Q4 		$519K Sell
94,918
-48,626
-34% -$280K 0.07% 272
2025
Q3 		$890K Buy
143,544
+1,803
+1% +$12.9K 0.12% 179
2025
Q2 		$1.09M Sell
141,741
-8,725
-6% -$64.1K 0.19% 129
2025
Q1 		$1.21M Buy
150,466
+2,947
+2% +$25.6K 0.25% 97
2024
Q4 		$1.28M Sell
147,519
-15,042
-9% -$130K 0.25% 94
2024
Q3 		$1.35M Sell
162,561
-732
-0.4% -$7.03K 0.3% 81
2024
Q2 		$1.76M Buy
163,293
+3,353
+2% +$35.5K 0.55% 54
2024
Q1 		$1.67M Buy
+159,940
New +$1.77M 0.63% 51

Other funds holding TCPC

NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TCA
Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return