AO
PSBD icon

Advisor OS’s Palmer Square Capital BDC PSBD Stock Holding History

Advisor OS’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
Q2 		$664K Buy
63,761
+391
+0.6% +$4.18K 0.04% 264
2026
Q1 		$619K Buy
63,370
+7,209
+13% +$80.9K 0.04% 265
2025
Q4 		$685K Buy
+56,161
New +$687K 0.06% 230

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Advisor OS's PSBD Position: Q2 2026 in Review

Advisor OS increased its Palmer Square Capital BDC (PSBD) stake by 0.62% in Q2 2026, buying an estimated $4.18K and bringing the position to 63,761 shares worth $664K. The position accounts for 0.04% of the portfolio, ranked #264.

Advisor OS first reported a position in PSBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $685K in Q4 2025. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Advisor OS held 63,761 shares of Palmer Square Capital BDC worth $664K as of Q2 2026.
  • Advisor OS bought 391 Palmer Square Capital BDC shares in Q2 2026, an estimated $4.18K.
  • Palmer Square Capital BDC made up 0.04% of Advisor OS's portfolio in Q2 2026, its #264 holding.
  • Advisor OS first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • Advisor OS's Palmer Square Capital BDC position peaked at $685K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.