Allied Private Wealth’s PennantPark Floating Rate Capital PFLT Stock Holding History

Allied Private Wealth’s Portfolio PFLT Stock Details PFLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51K	Buy	+7,153	New	+$59.5K	0.03%	239

Other funds holding PFLT

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

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

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Allied Private Wealth's PFLT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in PennantPark Floating Rate Capital (PFLT) in Q2 2026: 7,153 shares worth $51K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings.

125 funds tracked by Wall St. Rank hold PFLT as of Q2 2026.

Allied Private Wealth held 7,153 shares of PennantPark Floating Rate Capital worth $51K as of Q2 2026.
PennantPark Floating Rate Capital was a new Allied Private Wealth position in Q2 2026.
PennantPark Floating Rate Capital made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #239 holding.
125 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.