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David Shaw’s Putnam BDC Income ETF PBDC Stock Holding History

David Shaw’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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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
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

David Shaw's PBDC Position: Q4 2025 in Review

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

David Shaw 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.

  • David Shaw reported no remaining Putnam BDC Income ETF position as of Q4 2025 after selling out during the quarter.
  • David Shaw sold 8,492 Putnam BDC Income ETF shares in Q4 2025, an estimated $270K.
  • David Shaw first reported a position in Putnam BDC Income ETF in Q3 2025 and held it in 1 quarter.
  • David Shaw'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.