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BCO Wealth Management’s PennantPark Floating Rate Capital PFLT Stock Holding History

BCO Wealth Management’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
Q3 		– Sell
-12,019
Closed -$89.9K – 43
2026
Q2 		$89.9K Hold
12,019
– – 0.05% 45
2026
Q1 		$96.6K Buy
12,019
+313
+3% +$2.75K 0.06% 42
2025
Q4 		$109K Buy
+11,706
New +$106K 0.07% 41

Other funds holding PFLT

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return

BCO Wealth Management's PFLT Position: Q3 2026 in Review

BCO Wealth Management sold out of PennantPark Floating Rate Capital (PFLT) in Q3 2026, closing a stake of 12,019 shares — an estimated $89.9K sold.

BCO Wealth Management first reported a position in PFLT in Q4 2025 and held it in 3 quarters. The position peaked at $109K in Q4 2025. 30 funds tracked by Wall St. Rank hold PFLT as of Q3 2026.

  • BCO Wealth Management reported no remaining PennantPark Floating Rate Capital position as of Q3 2026 after selling out during the quarter.
  • BCO Wealth Management sold 12,019 PennantPark Floating Rate Capital shares in Q3 2026, an estimated $89.9K.
  • BCO Wealth Management first reported a position in PennantPark Floating Rate Capital in Q4 2025 and held it in 3 quarters.
  • BCO Wealth Management's PennantPark Floating Rate Capital position peaked at $109K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.