EverSource Wealth Advisors’s Prospect Capital PSEC Stock Holding History

EverSource 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	$11.7K	Buy	5,074 +2,059	+68%	+$5.07K	﹤0.01%	2815
2026 Q1	$7.87K	Buy	3,015 +2,867	+1,937%	+$7.85K	﹤0.01%	3048
2025 Q4	$384	Sell	148 -1,661	-92%	-$4.44K	﹤0.01%	3926
2025 Q3	$4.97K	Buy	1,809 +1,692	+1,446%	+$5.06K	﹤0.01%	3151
2025 Q2	$372	Sell	117 -105	-47%	-$365	﹤0.01%	3960
2025 Q1	$910	Sell	222 -183	-45%	-$787	﹤0.01%	3263
2024 Q4	$1.75K	Sell	405 -3,731	-90%	-$17.9K	﹤0.01%	2765
2024 Q3	$22.1K	Buy	4,136 +3,704	+857%	+$19.7K	﹤0.01%	1437
2024 Q2	$2.35K	Buy	432 +272	+170%	+$1.49K	﹤0.01%	2494
2024 Q1	$833	Buy	+160	New	+$921	﹤0.01%	2630

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Prospect Capital (PSEC) stake by 68% in Q2 2026, buying an estimated $5.07K and bringing the position to 5,074 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

EverSource Wealth Advisors first reported a position in PSEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.1K in Q3 2024. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

EverSource Wealth Advisors held 5,074 shares of Prospect Capital worth $11.7K as of Q2 2026.
EverSource Wealth Advisors bought 2,059 Prospect Capital shares in Q2 2026, an estimated $5.07K.
Prospect Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2815 holding.
EverSource Wealth Advisors first reported a position in Prospect Capital in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Prospect Capital position peaked at $22.1K in Q3 2024.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

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