Financial Gravity Asset Management’s Prospect Capital PSEC Stock Holding History

Financial Gravity Asset Management’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 Q1	$3.98K	Hold	1,525	–	–	﹤0.01%	672
2025 Q4	$3.95K	Hold	1,525	–	–	﹤0.01%	570
2025 Q3	$4.19K	Buy	+1,525	New	+$4.56K	﹤0.01%	703
2021 Q3	$8K	Hold	5	–	–	﹤0.01%	912
2021 Q2	$8K	Buy	+5	New	+$42	﹤0.01%	936
2019 Q4	$19K	Buy	2,258 +2,052	+996%	+$13.4K	0.01%	1031
2019 Q3	$1K	Sell	206 -195	-49%	-$1.29K	﹤0.01%	1090
2019 Q2	$3K	Sell	401 -3	-0.7%	-$20	﹤0.01%	827
2019 Q1	$3K	Buy	+404	New	+$2.69K	﹤0.01%	863
2018 Q3	$6K	Buy	854 +26	+3%	+$184	0.01%	697
2018 Q2	$6K	Buy	828 +24	+3%	+$160	0.01%	703
2018 Q1	$5K	Buy	+804	New	+$5.37K	0.01%	742

Other funds holding PSEC

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

IFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Financial Gravity Asset Management's PSEC Position: Q1 2026 in Review

Financial Gravity Asset Management held its Prospect Capital (PSEC) position steady in Q1 2026 at 1,525 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Financial Gravity Asset Management first reported a position in PSEC in Q1 2018 and has held it in 12 quarters since. The position peaked at $19K in Q4 2019. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

Financial Gravity Asset Management held 1,525 shares of Prospect Capital worth $3.98K as of Q1 2026.
Financial Gravity Asset Management left its Prospect Capital share count unchanged in Q1 2026.
Prospect Capital made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #672 holding.
Financial Gravity Asset Management first reported a position in Prospect Capital in Q1 2018 and has held it in 12 quarters since.
Financial Gravity Asset Management's Prospect Capital position peaked at $19K in Q4 2019.
218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.