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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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. 7 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.
7 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.