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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
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 $49M AUM 6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisor OS's PSBD Position: Q1 2026 in Review

Advisor OS increased its Palmer Square Capital BDC (PSBD) stake by 13% in Q1 2026, buying an estimated $80.9K and bringing the position to 63,370 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #265.

Advisor OS first reported a position in PSBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $685K in Q4 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

  • Advisor OS held 63,370 shares of Palmer Square Capital BDC worth $619K as of Q1 2026.
  • Advisor OS bought 7,209 Palmer Square Capital BDC shares in Q1 2026, an estimated $80.9K.
  • Palmer Square Capital BDC made up 0.04% of Advisor OS's portfolio in Q1 2026, its #265 holding.
  • Advisor OS first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 2 quarters since.
  • Advisor OS's Palmer Square Capital BDC position peaked at $685K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.