Concurrent Investment Advisors’s Prospect Capital PSEC Stock Holding History

Concurrent Investment Advisors’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	–	Sell	-13,338	Closed	-$34.8K	–	2186
2026 Q1	$34.8K	Buy	+13,338	New	+$36.5K	﹤0.01%	1890

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Concurrent Investment Advisors's PSEC Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Prospect Capital (PSEC) in Q2 2026, closing a stake of 13,338 shares — an estimated $34.8K sold.

Concurrent Investment Advisors first reported a position in PSEC in Q1 2026 and held it in 1 quarter. The position peaked at $34.8K in Q1 2026. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Concurrent Investment Advisors reported no remaining Prospect Capital position as of Q2 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 13,338 Prospect Capital shares in Q2 2026, an estimated $34.8K.
Concurrent Investment Advisors first reported a position in Prospect Capital in Q1 2026 and held it in 1 quarter.
Concurrent Investment Advisors's Prospect Capital position peaked at $34.8K in Q1 2026.
205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.