Arlington Trust’s Palmer Square Capital BDC PSBD Stock Holding History

Arlington Trust’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	$51.4K	Hold	5,198	–	–	﹤0.01%	298
2026 Q2	$54.2K	Hold	5,198	–	–	﹤0.01%	254
2026 Q1	$50.8K	Hold	5,198	–	–	﹤0.01%	222
2025 Q4	$63.4K	Hold	5,198	–	–	0.01%	185
2025 Q3	$63.8K	Hold	5,198	–	–	0.01%	331
2025 Q2	$72.6K	Hold	5,198	–	–	0.01%	310
2025 Q1	$69.2K	Buy	5,198 +665	+15%	+$10.2K	0.01%	317
2024 Q4	$68.9K	Hold	4,533	–	–	0.01%	315
2024 Q3	$73.9K	Sell	4,533 -2,927	-39%	-$47.7K	0.02%	291
2024 Q2	$121K	Buy	+7,460	New	+$123K	0.03%	223

Other funds holding PSBD

Arlington Partners Birmingham, Alabama $65.4M AUM 3% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Arlington Trust's PSBD Position: Q3 2026 in Review

Arlington Trust held its Palmer Square Capital BDC (PSBD) position steady in Q3 2026 at 5,198 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Arlington Trust first reported a position in PSBD in Q2 2024 and has held it in 10 quarters since. The position peaked at $121K in Q2 2024. 7 funds tracked by Wall St. Rank hold PSBD as of Q3 2026.

Arlington Trust held 5,198 shares of Palmer Square Capital BDC worth $51.4K as of Q3 2026.
Arlington Trust left its Palmer Square Capital BDC share count unchanged in Q3 2026.
Palmer Square Capital BDC made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #298 holding.
Arlington Trust first reported a position in Palmer Square Capital BDC in Q2 2024 and has held it in 10 quarters since.
Arlington Trust's Palmer Square Capital BDC position peaked at $121K in Q2 2024.
7 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.