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Confluence Investment Management’s Palmer Square Capital BDC PSBD Stock Holding History

Confluence Investment Management’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
Q2 		$200K Sell
19,157
-1,524
-7% -$16.3K ﹤0.01% 283
2026
Q1 		$202K Sell
20,681
-2,720
-12% -$30.5K ﹤0.01% 272
2025
Q4 		$285K Sell
23,401
-2,362
-9% -$28.9K ﹤0.01% 265
2025
Q3 		$316K Buy
25,763
+4,065
+19% +$56K ﹤0.01% 256
2025
Q2 		$303K Sell
21,698
-83,941
-79% -$1.13M ﹤0.01% 257
2025
Q1 		$1.41M Buy
105,639
+1,093
+1% +$16.7K 0.02% 188
2024
Q4 		$1.59M Buy
104,546
+464
+0.4% +$7.39K 0.02% 185
2024
Q3 		$1.7M Buy
104,082
+18,842
+22% +$307K 0.02% 186
2024
Q2 		$1.38M Buy
85,240
+35,240
+70% +$580K 0.02% 189
2024
Q1 		$815K Buy
+50,000
New +$816K 0.01% 208

Other funds holding PSBD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Confluence Investment Management's PSBD Position: Q2 2026 in Review

Confluence Investment Management reduced its Palmer Square Capital BDC (PSBD) stake by 7.4% in Q2 2026, selling an estimated $16.3K and leaving 19,157 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Confluence Investment Management first reported a position in PSBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q3 2024. 8 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Confluence Investment Management held 19,157 shares of Palmer Square Capital BDC worth $200K as of Q2 2026.
  • Confluence Investment Management sold 1,524 Palmer Square Capital BDC shares in Q2 2026, an estimated $16.3K.
  • Palmer Square Capital BDC made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #283 holding.
  • Confluence Investment Management first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 10 quarters since.
  • Confluence Investment Management's Palmer Square Capital BDC position peaked at $1.7M in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.