D.E. Shaw & Co
PBDC icon

D.E. Shaw & Co’s Putnam BDC Income ETF PBDC Stock Holding History

D.E. Shaw & Co’s Portfolio PBDC Stock Details PBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,492
Closed -$270K – 4903
2025
Q3 		$270K Buy
+8,492
New +$285K ﹤0.01% 4161

Other funds holding PBDC

CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
EWA
Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

D.E. Shaw & Co's PBDC Position: Q4 2025 in Review

D.E. Shaw & Co sold out of Putnam BDC Income ETF (PBDC) in Q4 2025, closing a stake of 8,492 shares — an estimated $270K sold.

D.E. Shaw & Co first reported a position in PBDC in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 57 funds tracked by Wall St. Rank hold PBDC as of Q4 2025.

  • D.E. Shaw & Co reported no remaining Putnam BDC Income ETF position as of Q4 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 8,492 Putnam BDC Income ETF shares in Q4 2025, an estimated $270K.
  • D.E. Shaw & Co first reported a position in Putnam BDC Income ETF in Q3 2025 and held it in 1 quarter.
  • D.E. Shaw & Co's Putnam BDC Income ETF position peaked at $270K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Putnam BDC Income ETF as of Q4 2025.

Based on D.E. Shaw & Co's 13F filing for Q4 2025, filed 17 Feb 2026.