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Caprock Group’s Palmer Square Capital BDC PSBD Stock Holding History

Caprock Group’s Portfolio PSBD Stock Details PSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-62,395
Closed -$787K – 1257
2025
Q4 		$787K Sell
62,395
-12,427
-17% -$152K 0.02% 672
2025
Q3 		$1.06M Buy
+74,822
New +$1.03M 0.03% 552

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Caprock Group's PSBD Position: Q1 2026 in Review

Caprock Group sold out of Palmer Square Capital BDC (PSBD) in Q1 2026, closing a stake of 62,395 shares — an estimated $787K sold.

Caprock Group first reported a position in PSBD in Q3 2025 and held it in 2 quarters. The position peaked at $1.06M in Q3 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

  • Caprock Group reported no remaining Palmer Square Capital BDC position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 62,395 Palmer Square Capital BDC shares in Q1 2026, an estimated $787K.
  • Caprock Group first reported a position in Palmer Square Capital BDC in Q3 2025 and held it in 2 quarters.
  • Caprock Group's Palmer Square Capital BDC position peaked at $1.06M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.