Dorsey & Whitney Trust’s Palmer Square Capital BDC PSBD Stock Holding History

Dorsey & Whitney Trust’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	$109K	Hold	10,452	–	–	0.01%	724
2026 Q1	$102K	Hold	10,452	–	–	0.01%	702
2025 Q4	$127K	Hold	10,452	–	–	0.01%	690
2025 Q3	$128K	Hold	10,452	–	–	0.01%	677
2025 Q2	$146K	Hold	10,452	–	–	0.01%	665
2025 Q1	$139K	Hold	10,452	–	–	0.01%	651
2024 Q4	$159K	Hold	10,452	–	–	0.01%	661
2024 Q3	$170K	Hold	10,452	–	–	0.01%	648
2024 Q2	$169K	Hold	10,452	–	–	0.01%	605
2024 Q1	$170K	Buy	+10,452	New	+$171K	0.01%	608

Other funds holding PSBD

OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BCM

Bienville Capital Management New York $750M AUM 2.59% 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

Dorsey & Whitney Trust's PSBD Position: Q2 2026 in Review

Dorsey & Whitney Trust held its Palmer Square Capital BDC (PSBD) position steady in Q2 2026 at 10,452 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #724.

Dorsey & Whitney Trust first reported a position in PSBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $170K in Q3 2024. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

Dorsey & Whitney Trust held 10,452 shares of Palmer Square Capital BDC worth $109K as of Q2 2026.
Dorsey & Whitney Trust left its Palmer Square Capital BDC share count unchanged in Q2 2026.
Palmer Square Capital BDC made up 0.01% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #724 holding.
Dorsey & Whitney Trust first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 10 quarters since.
Dorsey & Whitney Trust's Palmer Square Capital BDC position peaked at $170K in Q3 2024.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.