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Beacon Financial Advisory’s Prospect Capital PSEC Stock Holding History

Beacon Financial Advisory’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
2025
Q4 		– Sell
-31,185
Closed -$85.8K – 395
2025
Q3 		$85.8K Buy
31,185
+15,779
+102% +$47.2K 0.02% 381
2025
Q2 		$49K Buy
+15,406
New +$53.5K 0.01% 351

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Beacon Financial Advisory's PSEC Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Prospect Capital (PSEC) in Q4 2025, closing a stake of 31,185 shares — an estimated $85.8K sold.

Beacon Financial Advisory first reported a position in PSEC in Q2 2025 and held it in 2 quarters. The position peaked at $85.8K in Q3 2025. 223 funds tracked by Wall St. Rank hold PSEC as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Prospect Capital position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 31,185 Prospect Capital shares in Q4 2025, an estimated $85.8K.
  • Beacon Financial Advisory first reported a position in Prospect Capital in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Prospect Capital position peaked at $85.8K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.