Bank of New York Mellon
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Bank of New York Mellon’s Palmer Square Capital BDC PSBD Stock Holding History

Bank of New York Mellon’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
2025
Q1 		– Sell
-77,878
Closed -$1.18M – 4159
2024
Q4 		$1.18M Buy
77,878
+42,533
+120% +$677K ﹤0.01% 3045
2024
Q3 		$576K Buy
+35,345
New +$576K ﹤0.01% 3434

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 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 58.28% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon's PSBD Position: Q1 2025 in Review

Bank of New York Mellon sold out of Palmer Square Capital BDC (PSBD) in Q1 2025, closing a stake of 77,878 shares — an estimated $1.18M sold.

Bank of New York Mellon first reported a position in PSBD in Q3 2024 and held it in 2 quarters. The position peaked at $1.18M in Q4 2024. 35 funds tracked by Wall St. Rank hold PSBD as of Q1 2025.

  • Bank of New York Mellon reported no remaining Palmer Square Capital BDC position as of Q1 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 77,878 Palmer Square Capital BDC shares in Q1 2025, an estimated $1.18M.
  • Bank of New York Mellon first reported a position in Palmer Square Capital BDC in Q3 2024 and held it in 2 quarters.
  • Bank of New York Mellon's Palmer Square Capital BDC position peaked at $1.18M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2025.

Based on Bank of New York Mellon's 13F filing for Q1 2025, filed 29 Apr 2025.