Bank of America’s Palmer Square Capital BDC PSBD Stock Holding History

Bank of America’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	$6.98M	Buy	669,631 +92,700	+16%	+$990K	﹤0.01%	3298
2026 Q1	$5.64M	Buy	576,931 +56,547	+11%	+$635K	﹤0.01%	3373
2025 Q4	$6.34M	Buy	520,384 +153,349	+42%	+$1.88M	﹤0.01%	3191
2025 Q3	$4.5M	Buy	367,035 +66,460	+22%	+$915K	﹤0.01%	4116
2025 Q2	$4.2M	Buy	300,575 +14,220	+5%	+$192K	﹤0.01%	4078
2025 Q1	$3.81M	Buy	286,355 +23,972	+9%	+$366K	﹤0.01%	4088
2024 Q4	$3.99M	Buy	262,383 +45,519	+21%	+$725K	﹤0.01%	3805
2024 Q3	$3.53M	Buy	216,864 +82,273	+61%	+$1.34M	﹤0.01%	4056
2024 Q2	$2.17M	Buy	134,591 +55,170	+69%	+$908K	﹤0.01%	4382
2024 Q1	$1.29M	Buy	+79,421	New	+$1.3M	﹤0.01%	4766

Other funds holding PSBD

OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

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

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America's PSBD Position: Q2 2026 in Review

Bank of America increased its Palmer Square Capital BDC (PSBD) stake by 16% in Q2 2026, buying an estimated $990K and bringing the position to 669,631 shares worth $6.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

Bank of America first reported a position in PSBD in Q1 2024 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

Bank of America held 669,631 shares of Palmer Square Capital BDC worth $6.98M as of Q2 2026.
Bank of America bought 92,700 Palmer Square Capital BDC shares in Q2 2026, an estimated $990K.
Palmer Square Capital BDC made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3298 holding.
Bank of America first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 10 quarters since.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.