First National Bank of Mount Dora’s Prospect Capital PSEC Stock Holding History

First National Bank of Mount Dora’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	$35.3K	Hold	15,300	–	–	0.01%	125
2026 Q1	$39.9K	Hold	15,300	–	–	0.01%	126
2025 Q4	$39.6K	Hold	15,300	–	–	0.01%	126
2025 Q3	$42.1K	Hold	15,300	–	–	0.01%	126
2025 Q2	$48.7K	Hold	15,300	–	–	0.01%	129
2025 Q1	$62.7K	Hold	15,300	–	–	0.02%	128
2024 Q4	$65.9K	Hold	15,300	–	–	0.02%	132
2024 Q3	$81.9K	Hold	15,300	–	–	0.02%	136
2024 Q2	$84.6K	Hold	15,300	–	–	0.02%	134
2024 Q1	$84.5K	Hold	15,300	–	–	0.02%	131
2023 Q4	$91.6K	Hold	15,300	–	–	0.02%	121
2023 Q3	$92.6K	Hold	15,300	–	–	0.03%	123
2023 Q2	$94.9K	Hold	15,300	–	–	0.03%	128
2023 Q1	$106K	Hold	15,300	–	–	0.03%	126
2022 Q4	$107K	Hold	15,300	–	–	0.04%	120
2022 Q3	$95K	Hold	15,300	–	–	0.03%	119
2022 Q2	$107K	Hold	15,300	–	–	0.04%	125
2022 Q1	$127K	Hold	15,300	–	–	0.04%	126
2021 Q4	$129K	Hold	15,300	–	–	0.04%	121
2021 Q3	$117K	Hold	15,300	–	–	0.04%	117
2021 Q2	$128K	Hold	15,300	–	–	0.04%	112
2021 Q1	$117K	Hold	15,300	–	–	0.04%	109
2020 Q4	$83K	Hold	15,300	–	–	0.03%	103
2020 Q3	$77K	Hold	15,300	–	–	0.03%	95
2020 Q2	$78K	Hold	15,300	–	–	0.04%	92
2020 Q1	$65K	Buy	15,300 +2,400	+19%	+$14.2K	0.03%	87
2019 Q4	$83K	Hold	12,900	–	–	0.04%	89
2019 Q3	$85K	Hold	12,900	–	–	0.04%	88
2019 Q2	$84K	Hold	12,900	–	–	0.04%	89
2019 Q1	$84K	Hold	12,900	–	–	0.04%	94
2018 Q4	$81K	Hold	12,900	–	–	0.04%	91
2018 Q3	$95K	Hold	12,900	–	–	0.04%	94
2018 Q2	$87K	Hold	12,900	–	–	0.04%	92
2018 Q1	$84K	Hold	12,900	–	–	0.04%	92
2017 Q4	$87K	Buy	+12,900	New	+$84.1K	0.04%	90

Other funds holding PSEC

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

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWA

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

First National Bank of Mount Dora's PSEC Position: Q2 2026 in Review

First National Bank of Mount Dora held its Prospect Capital (PSEC) position steady in Q2 2026 at 15,300 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #125.

First National Bank of Mount Dora first reported a position in PSEC in Q4 2017 and has held it in 35 quarters since. The position peaked at $129K in Q4 2021. 67 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

First National Bank of Mount Dora held 15,300 shares of Prospect Capital worth $35.3K as of Q2 2026.
First National Bank of Mount Dora left its Prospect Capital share count unchanged in Q2 2026.
Prospect Capital made up 0.01% of First National Bank of Mount Dora's portfolio in Q2 2026, its #125 holding.
First National Bank of Mount Dora first reported a position in Prospect Capital in Q4 2017 and has held it in 35 quarters since.
First National Bank of Mount Dora's Prospect Capital position peaked at $129K in Q4 2021.
67 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.