EWM
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Evolution Wealth Management’s Palmer Square Capital BDC PSBD Stock Holding History

Evolution Wealth Management’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
2025
Q4 		– Sell
-5,756
Closed -$70.6K – 776
2025
Q3 		$70.6K Buy
+5,756
New +$79.3K 0.07% 172

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

Evolution Wealth Management's PSBD Position: Q4 2025 in Review

Evolution Wealth Management sold out of Palmer Square Capital BDC (PSBD) in Q4 2025, closing a stake of 5,756 shares — an estimated $70.6K sold.

Evolution Wealth Management first reported a position in PSBD in Q3 2025 and held it in 1 quarter. The position peaked at $70.6K in Q3 2025. 45 funds tracked by Wall St. Rank hold PSBD as of Q4 2025.

  • Evolution Wealth Management reported no remaining Palmer Square Capital BDC position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 5,756 Palmer Square Capital BDC shares in Q4 2025, an estimated $70.6K.
  • Evolution Wealth Management first reported a position in Palmer Square Capital BDC in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Palmer Square Capital BDC position peaked at $70.6K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.