Calton & Associates’s Prospect Capital PSEC Stock Holding History

Calton & Associates’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 Q1	–	Sell	-17,789	Closed	-$46.1K	–	474
2025 Q4	$46.1K	Sell	17,789 -1,578	-8%	-$4.21K	0.01%	441
2025 Q3	$53.3K	Buy	+19,367	New	+$57.9K	0.01%	420
2021 Q3	–	Sell	-11,150	Closed	-$94K	–	430
2021 Q2	$94K	Buy	11,150 +23	+0.2%	+$192	0.02%	399
2021 Q1	$85K	Buy	+11,127	New	+$76.8K	0.02%	391
2018 Q1	–	Sell	-2,500	Closed	-$17K	–	1041
2017 Q4	$17K	Buy	+2,500	New	+$16.3K	﹤0.01%	925

Other funds holding PSEC

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

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

GJL

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

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

IFG

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Calton & Associates's PSEC Position: Q1 2026 in Review

Calton & Associates sold out of Prospect Capital (PSEC) in Q1 2026, closing a stake of 17,789 shares — an estimated $46.1K sold.

Calton & Associates first reported a position in PSEC in Q4 2017 and held it in 5 quarters. The position peaked at $94K in Q2 2021. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

Calton & Associates reported no remaining Prospect Capital position as of Q1 2026 after selling out during the quarter.
Calton & Associates sold 17,789 Prospect Capital shares in Q1 2026, an estimated $46.1K.
Calton & Associates first reported a position in Prospect Capital in Q4 2017 and held it in 5 quarters.
Calton & Associates's Prospect Capital position peaked at $94K in Q2 2021.
218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.