Family Wealth Partners’s Prospect Capital PSEC Stock Holding History

Family Wealth Partners’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	$558K	Buy	241,586 +28,769	+14%	+$70.9K	0.17%	60
2026 Q1	$554K	Buy	212,817 +62,338	+41%	+$171K	0.19%	58
2025 Q4	$390K	Buy	150,479 +13,219	+10%	+$35.3K	0.14%	61
2025 Q3	$377K	Buy	137,260 +56,074	+69%	+$168K	0.14%	60
2025 Q2	$258K	Buy	81,186 +38,853	+92%	+$135K	0.1%	58
2025 Q1	$174K	Buy	42,333 +21,118	+100%	+$90.9K	0.08%	50
2024 Q4	$91.4K	Buy	21,215 +7,327	+53%	+$35.1K	0.04%	43
2024 Q3	$74.3K	Buy	+13,888	New	+$73.7K	0.04%	43

Other funds holding PSEC

PMG

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Family Wealth Partners's PSEC Position: Q2 2026 in Review

Family Wealth Partners increased its Prospect Capital (PSEC) stake by 14% in Q2 2026, buying an estimated $70.9K and bringing the position to 241,586 shares worth $558K. The position accounts for 0.17% of the portfolio, ranked #60.

Family Wealth Partners first reported a position in PSEC in Q3 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Family Wealth Partners held 241,586 shares of Prospect Capital worth $558K as of Q2 2026.
Family Wealth Partners bought 28,769 Prospect Capital shares in Q2 2026, an estimated $70.9K.
Prospect Capital made up 0.17% of Family Wealth Partners's portfolio in Q2 2026, its #60 holding.
Family Wealth Partners first reported a position in Prospect Capital in Q3 2024 and has held it in 8 quarters since.
70 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.