Cerity Partners
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Cerity Partners’s Prospect Capital PSEC Stock Holding History

Cerity 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
2025
Q4 		– Sell
-19,900
Closed -$54.7K – 2990
2025
Q3 		$54.7K Buy
19,900
+4,500
+29% +$13.5K ﹤0.01% 2689
2025
Q2 		$49K Hold
15,400
– – ﹤0.01% 2547
2025
Q1 		$63.1K Sell
15,400
-55,104
-78% -$237K ﹤0.01% 2378
2024
Q4 		$304K Buy
+70,504
New +$338K ﹤0.01% 2023

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Cerity Partners's PSEC Position: Q4 2025 in Review

Cerity Partners sold out of Prospect Capital (PSEC) in Q4 2025, closing a stake of 19,900 shares — an estimated $54.7K sold.

Cerity Partners first reported a position in PSEC in Q4 2024 and held it in 4 quarters. The position peaked at $304K in Q4 2024. 223 funds tracked by Wall St. Rank hold PSEC as of Q4 2025.

  • Cerity Partners reported no remaining Prospect Capital position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 19,900 Prospect Capital shares in Q4 2025, an estimated $54.7K.
  • Cerity Partners first reported a position in Prospect Capital in Q4 2024 and held it in 4 quarters.
  • Cerity Partners's Prospect Capital position peaked at $304K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.