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Apella Capital’s Prospect Capital PSEC Stock Holding History

Apella Capital’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.8K Sell
23,542
-692
-3% -$1.71K ﹤0.01% 698
2026
Q1 		$68.1K Buy
+24,234
New +$66.4K ﹤0.01% 670

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Apella Capital's PSEC Position: Q2 2026 in Review

Apella Capital reduced its Prospect Capital (PSEC) stake by 2.9% in Q2 2026, selling an estimated $1.71K and leaving 23,542 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Apella Capital first reported a position in PSEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $68.1K in Q1 2026. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Apella Capital held 23,542 shares of Prospect Capital worth $51.8K as of Q2 2026.
  • Apella Capital sold 692 Prospect Capital shares in Q2 2026, an estimated $1.71K.
  • Prospect Capital made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #698 holding.
  • Apella Capital first reported a position in Prospect Capital in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Prospect Capital position peaked at $68.1K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.