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Commonwealth Retirement Investments’s Prospect Capital PSEC Stock Holding History

Commonwealth Retirement Investments’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 		$13.4K Buy
+5,790
New +$14.3K ﹤0.01% 288
2026
Q1 		– Sell
-5,790
Closed -$15K – 350
2025
Q4 		$15K Buy
+5,790
New +$15.5K ﹤0.01% 279

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Retirement Investments's PSEC Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Prospect Capital (PSEC) in Q2 2026: 5,790 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in PSEC as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in PSEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $15K in Q4 2025. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Commonwealth Retirement Investments held 5,790 shares of Prospect Capital worth $13.4K as of Q2 2026.
  • Prospect Capital was a new Commonwealth Retirement Investments position in Q2 2026.
  • Prospect Capital made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #288 holding.
  • Commonwealth Retirement Investments first reported a position in Prospect Capital in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Prospect Capital position peaked at $15K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.