BFA
PNNT

Beaumont Financial Advisors’s Pennant Park Investment Corp PNNT Stock Holding History

Beaumont Financial Advisors’s Portfolio PNNT Stock Details PNNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Buy
28,396
+1,191
+4% +$6.34K 0.01% 363
2025
Q4 		$162K Buy
27,205
+679
+3% +$4.24K 0.01% 364
2025
Q3 		$178K Buy
26,526
+1,183
+5% +$8.42K 0.01% 389
2025
Q2 		$173K Buy
25,343
+884
+4% +$5.84K 0.01% 372
2025
Q1 		$172K Buy
24,459
+806
+3% +$5.72K 0.01% 360
2024
Q4 		$167K Buy
23,653
+804
+4% +$5.57K 0.01% 365
2024
Q3 		$160K Buy
22,849
+736
+3% +$5.25K 0.01% 342
2024
Q2 		$167K Buy
22,113
+637
+3% +$4.63K 0.01% 357
2024
Q1 		$148K Buy
21,476
+633
+3% +$4.35K 0.01% 353
2023
Q4 		$144K Buy
20,843
+1,091
+6% +$7.04K 0.01% 332
2023
Q3 		$130K Buy
19,752
+652
+3% +$4.22K 0.01% 314
2023
Q2 		$112K Hold
19,100
– – 0.01% 333
2023
Q1 		$101K Buy
+19,100
New +$108K 0.01% 307

Other funds holding PNNT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Beaumont Financial Advisors's PNNT Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Pennant Park Investment Corp (PNNT) stake by 4.4% in Q1 2026, buying an estimated $6.34K and bringing the position to 28,396 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #363.

Beaumont Financial Advisors first reported a position in PNNT in Q1 2023 and has held it in 13 quarters since. The position peaked at $178K in Q3 2025. 103 funds tracked by Wall St. Rank hold PNNT as of Q1 2026.

  • Beaumont Financial Advisors held 28,396 shares of Pennant Park Investment Corp worth $127K as of Q1 2026.
  • Beaumont Financial Advisors bought 1,191 Pennant Park Investment Corp shares in Q1 2026, an estimated $6.34K.
  • Pennant Park Investment Corp made up 0.01% of Beaumont Financial Advisors's portfolio in Q1 2026, its #363 holding.
  • Beaumont Financial Advisors first reported a position in Pennant Park Investment Corp in Q1 2023 and has held it in 13 quarters since.
  • Beaumont Financial Advisors's Pennant Park Investment Corp position peaked at $178K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held Pennant Park Investment Corp as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.