Creative Planning
PSBD icon

Creative Planning’s Palmer Square Capital BDC PSBD Stock Holding History

Creative Planning’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
Q1 		$198K Sell
20,287
-32
-0.2% -$359 ﹤0.01% 3738
2025
Q4 		$248K Buy
20,319
+32
+0.2% +$391 ﹤0.01% 3383
2025
Q3 		$249K Hold
20,287
– – ﹤0.01% 3295
2025
Q2 		$283K Hold
20,287
– – ﹤0.01% 2947
2025
Q1 		$270K Buy
20,287
+6,407
+46% +$97.9K ﹤0.01% 2849
2024
Q4 		$211K Buy
+13,880
New +$221K ﹤0.01% 2938

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's PSBD Position: Q1 2026 in Review

Creative Planning reduced its Palmer Square Capital BDC (PSBD) stake by 0.16% in Q1 2026, selling an estimated $359 and leaving 20,287 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3738.

Creative Planning first reported a position in PSBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q2 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

  • Creative Planning held 20,287 shares of Palmer Square Capital BDC worth $198K as of Q1 2026.
  • Creative Planning sold 32 Palmer Square Capital BDC shares in Q1 2026, an estimated $359.
  • Palmer Square Capital BDC made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3738 holding.
  • Creative Planning first reported a position in Palmer Square Capital BDC in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Palmer Square Capital BDC position peaked at $283K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.