CIBC Private Wealth Group’s Prospect Capital PSEC Stock Holding History

CIBC Private Wealth Group’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	$3	Hold	1	–	–	﹤0.01%	3393
2025 Q3	$3	Hold	1	–	–	﹤0.01%	3080
2025 Q2	$3	Hold	1	–	–	﹤0.01%	3063
2025 Q1	$4	Buy	+1	New	+$4	﹤0.01%	3067
2024 Q4	–	Sell	-3,000	Closed	-$16.1K	–	3142
2024 Q3	$16.1K	Hold	3,000	–	–	﹤0.01%	2252
2024 Q2	$16.5K	Hold	3,000	–	–	﹤0.01%	2102
2024 Q1	$16.5K	Buy	+3,000	New	+$17.3K	﹤0.01%	2110
2018 Q2	–	Sell	-1,000	Closed	-$7K	–	2061
2018 Q1	$7K	Hold	1,000	–	–	﹤0.01%	1601
2017 Q4	$7K	Buy	+1,000	New	+$6.52K	﹤0.01%	1629
2016 Q2	–	Sell	-72,993	Closed	-$531K	–	595
2016 Q1	$531K	Buy	+72,993	New	+$485K	﹤0.01%	513

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIBC Private Wealth Group's PSEC Position: Q4 2025 in Review

CIBC Private Wealth Group held its Prospect Capital (PSEC) position steady in Q4 2025 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

CIBC Private Wealth Group first reported a position in PSEC in Q1 2016 and has held it in 10 quarters since. The position peaked at $531K in Q1 2016. 223 funds tracked by Wall St. Rank hold PSEC as of Q4 2025.

CIBC Private Wealth Group held 1 share of Prospect Capital worth $3 as of Q4 2025.
CIBC Private Wealth Group left its Prospect Capital share count unchanged in Q4 2025.
Prospect Capital made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3393 holding.
CIBC Private Wealth Group first reported a position in Prospect Capital in Q1 2016 and has held it in 10 quarters since.
CIBC Private Wealth Group's Prospect Capital position peaked at $531K in Q1 2016.
223 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.