VSM Wealth Advisory’s BlackRock TCP Capital TCPC Stock Holding History

VSM Wealth Advisory’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	$24.7K	Buy	7,350 +354	+5%	+$1.37K	0.01%	282
2026 Q1	$25.3K	Buy	6,996 +1,216	+21%	+$5.64K	0.01%	271
2025 Q4	$31.6K	Sell	5,780 -2,085	-27%	-$12K	0.01%	235
2025 Q3	$48.8K	Buy	7,865 +302	+4%	+$2.17K	0.02%	199
2025 Q2	$58.2K	Sell	7,563 -3,667	-33%	-$26.9K	0.02%	196
2025 Q1	$90K	Buy	11,230 +1,537	+16%	+$13.3K	0.03%	140
2024 Q4	$84.4K	Buy	+9,693	New	+$83.8K	0.03%	145

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

VSM Wealth Advisory's TCPC Position: Q2 2026 in Review

VSM Wealth Advisory increased its BlackRock TCP Capital (TCPC) stake by 5.1% in Q2 2026, buying an estimated $1.37K and bringing the position to 7,350 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #282.

VSM Wealth Advisory first reported a position in TCPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $90K in Q1 2025. 114 funds tracked by Wall St. Rank hold TCPC as of Q2 2026.

VSM Wealth Advisory held 7,350 shares of BlackRock TCP Capital worth $24.7K as of Q2 2026.
VSM Wealth Advisory bought 354 BlackRock TCP Capital shares in Q2 2026, an estimated $1.37K.
BlackRock TCP Capital made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #282 holding.
VSM Wealth Advisory first reported a position in BlackRock TCP Capital in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's BlackRock TCP Capital position peaked at $90K in Q1 2025.
114 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.