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EP Wealth Advisors’s Prospect Capital PSEC Stock Holding History

EP Wealth 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 		$24.2K Buy
+10,490
New +$25.8K ﹤0.01% 1706
2020
Q4 		– Sell
-30,874
Closed -$155K – 465
2020
Q3 		$155K Buy
+30,874
New +$155K 0.01% 350

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

EP Wealth Advisors's PSEC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Prospect Capital (PSEC) in Q2 2026: 10,490 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PSEC as recently as Q3 2020.

EP Wealth Advisors first reported a position in PSEC in Q3 2020 and has held it in 2 quarters since. The position peaked at $155K in Q3 2020. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • EP Wealth Advisors held 10,490 shares of Prospect Capital worth $24.2K as of Q2 2026.
  • Prospect Capital was a new EP Wealth Advisors position in Q2 2026.
  • Prospect Capital made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1706 holding.
  • EP Wealth Advisors first reported a position in Prospect Capital in Q3 2020 and has held it in 2 quarters since.
  • EP Wealth Advisors's Prospect Capital position peaked at $155K in Q3 2020.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.