Fidelity Investments’s Palmer Square Capital BDC PSBD Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-74,067	Closed	-$903K	–	5534
2025 Q4	$903K	Sell	74,067 -161,462	-69%	-$1.97M	﹤0.01%	2887
2025 Q3	$2.89M	Sell	235,529 -48,758	-17%	-$671K	﹤0.01%	2406
2025 Q2	$3.97M	Sell	284,287 -91,543	-24%	-$1.24M	﹤0.01%	2248
2025 Q1	$5.01M	Sell	375,830 -1,282	-0.3%	-$19.6K	﹤0.01%	2146
2024 Q4	$5.73M	Sell	377,112 -6,013	-2%	-$95.8K	﹤0.01%	2107
2024 Q3	$6.24M	Buy	383,125 +25,951	+7%	+$423K	﹤0.01%	2067
2024 Q2	$5.77M	Buy	357,174 +7,174	+2%	+$118K	﹤0.01%	2037
2024 Q1	$5.7M	Buy	+350,000	New	+$5.71M	﹤0.01%	2041

Other funds holding PSBD

OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments's PSBD Position: Q1 2026 in Review

Fidelity Investments sold out of Palmer Square Capital BDC (PSBD) in Q1 2026, closing a stake of 74,067 shares — an estimated $903K sold.

Fidelity Investments first reported a position in PSBD in Q1 2024 and held it in 8 quarters. The position peaked at $6.24M in Q3 2024. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

Fidelity Investments reported no remaining Palmer Square Capital BDC position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 74,067 Palmer Square Capital BDC shares in Q1 2026, an estimated $903K.
Fidelity Investments first reported a position in Palmer Square Capital BDC in Q1 2024 and held it in 8 quarters.
Fidelity Investments's Palmer Square Capital BDC position peaked at $6.24M in Q3 2024.
44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.