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Crewe Advisors’s Prospect Capital PSEC Stock Holding History

Crewe 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 		$8.61K Buy
3,729
+213
+6% +$525 ﹤0.01% 789
2026
Q1 		$9.18K Buy
3,516
+623
+22% +$1.71K ﹤0.01% 662
2025
Q4 		$7.49K Buy
2,893
+366
+14% +$978 ﹤0.01% 671
2025
Q3 		$6.95K Buy
2,527
+165
+7% +$493 ﹤0.01% 694
2025
Q2 		$7.51K Buy
2,362
+1,383
+141% +$4.81K ﹤0.01% 492
2025
Q1 		$4.01K Buy
+979
New +$4.21K ﹤0.01% 499

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

Crewe Advisors's PSEC Position: Q2 2026 in Review

Crewe Advisors increased its Prospect Capital (PSEC) stake by 6.1% in Q2 2026, buying an estimated $525 and bringing the position to 3,729 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Crewe Advisors first reported a position in PSEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.18K in Q1 2026. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Crewe Advisors held 3,729 shares of Prospect Capital worth $8.61K as of Q2 2026.
  • Crewe Advisors bought 213 Prospect Capital shares in Q2 2026, an estimated $525.
  • Prospect Capital made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #789 holding.
  • Crewe Advisors first reported a position in Prospect Capital in Q1 2025 and has held it in 6 quarters since.
  • Crewe Advisors's Prospect Capital position peaked at $9.18K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.