Berkeley Capital Partners’s Prospect Capital PSEC Stock Holding History

Berkeley Capital Partners’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
2026 Q2	$31K	Hold	13,426	–	–	0.01%	203
2026 Q1	$35K	Buy	+13,426	New	+$36.8K	0.01%	184
2025 Q4	–	Sell	-13,426	Closed	-$36.9K	–	201
2025 Q3	$36.9K	Hold	13,426	–	–	0.01%	187
2025 Q2	$42.7K	Buy	+13,426	New	+$46.7K	0.01%	173
2024 Q1	–	Sell	-50,243	Closed	-$301K	–	170
2023 Q4	$301K	Hold	50,243	–	–	0.1%	136
2023 Q3	$304K	Hold	50,243	–	–	0.11%	123
2023 Q2	$312K	Hold	50,243	–	–	0.11%	123
2023 Q1	$350K	Hold	50,243	–	–	0.13%	108
2022 Q4	$351K	Hold	50,243	–	–	0.14%	109
2022 Q3	$312K	Hold	50,243	–	–	0.14%	105
2022 Q2	$351K	Hold	50,243	–	–	0.14%	104
2022 Q1	$416K	Hold	50,243	–	–	0.17%	104
2021 Q4	$423K	Hold	50,243	–	–	0.17%	84
2021 Q3	$387K	Hold	50,243	–	–	0.18%	85
2021 Q2	$422K	Hold	50,243	–	–	0.19%	75
2021 Q1	$385K	Hold	50,243	–	–	0.19%	79
2020 Q4	$272K	Hold	50,243	–	–	0.14%	96
2020 Q3	$253K	Hold	50,243	–	–	0.15%	90
2020 Q2	$257K	Buy	50,243 +10,000	+25%	+$46.8K	0.16%	89
2020 Q1	$171K	Buy	+40,243	New	+$238K	0.12%	103

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Berkeley Capital Partners's PSEC Position: Q2 2026 in Review

Berkeley Capital Partners held its Prospect Capital (PSEC) position steady in Q2 2026 at 13,426 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #203.

Berkeley Capital Partners first reported a position in PSEC in Q1 2020 and has held it in 20 quarters since. The position peaked at $423K in Q4 2021. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Berkeley Capital Partners held 13,426 shares of Prospect Capital worth $31K as of Q2 2026.
Berkeley Capital Partners left its Prospect Capital share count unchanged in Q2 2026.
Prospect Capital made up 0.01% of Berkeley Capital Partners's portfolio in Q2 2026, its #203 holding.
Berkeley Capital Partners first reported a position in Prospect Capital in Q1 2020 and has held it in 20 quarters since.
Berkeley Capital Partners's Prospect Capital position peaked at $423K in Q4 2021.
205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.