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UMB Private Wealth Management, LLC’s Palmer Square Capital BDC PSBD Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio PSBD Stock Details PSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$638K Buy
+64,522
New +$656K 0.62% 28

Other funds holding PSBD

AP
Arlington Partners Birmingham, Alabama $65.4M AUM 3% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

UMB Private Wealth Management, LLC's PSBD Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Palmer Square Capital BDC (PSBD) in Q3 2026: 64,522 shares worth $638K. The stake represents 0.62% of the portfolio and ranks #28 among its holdings.

7 funds tracked by Wall St. Rank hold PSBD as of Q3 2026.

  • UMB Private Wealth Management, LLC held 64,522 shares of Palmer Square Capital BDC worth $638K as of Q3 2026.
  • Palmer Square Capital BDC was a new UMB Private Wealth Management, LLC position in Q3 2026.
  • Palmer Square Capital BDC made up 0.62% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #28 holding.
  • 7 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.