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 Q2	$302K	Buy	89,738 +211	+0.2%	+$819	0.03%	422
2026 Q1	$323K	Sell	89,527 -5,391	-6%	-$25K	0.04%	377
2025 Q4	$519K	Sell	94,918 -48,626	-34%	-$280K	0.06%	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 $370M AUM 13.07% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

United Advisor Group's TCPC Position: Q2 2026 in Review

United Advisor Group increased its BlackRock TCP Capital (TCPC) stake by 0.24% in Q2 2026, buying an estimated $819 and bringing the position to 89,738 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #422.

United Advisor Group first reported a position in TCPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.76M in Q2 2024. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

United Advisor Group held 89,738 shares of BlackRock TCP Capital worth $302K as of Q2 2026.
United Advisor Group bought 211 BlackRock TCP Capital shares in Q2 2026, an estimated $819.
BlackRock TCP Capital made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #422 holding.
United Advisor Group first reported a position in BlackRock TCP Capital in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's BlackRock TCP Capital position peaked at $1.76M in Q2 2024.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.