FIA
PSEC icon

Foundations Investment Advisors’s Prospect Capital PSEC Stock Holding History

Foundations Investment Advisors’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 		$78.7K Buy
34,070
+13,564
+66% +$33.4K ﹤0.01% 1189
2026
Q1 		$53.5K Buy
20,506
+8,431
+70% +$23.1K ﹤0.01% 1151
2025
Q4 		$31.3K Buy
+12,075
New +$32.3K ﹤0.01% 1100
2025
Q3 		– Sell
-11,832
Closed -$37.6K – 1080
2025
Q2 		$37.6K Buy
+11,832
New +$41.1K ﹤0.01% 908

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Foundations Investment Advisors's PSEC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Prospect Capital (PSEC) stake by 66% in Q2 2026, buying an estimated $33.4K and bringing the position to 34,070 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Foundations Investment Advisors first reported a position in PSEC in Q2 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Foundations Investment Advisors held 34,070 shares of Prospect Capital worth $78.7K as of Q2 2026.
  • Foundations Investment Advisors bought 13,564 Prospect Capital shares in Q2 2026, an estimated $33.4K.
  • Prospect Capital made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1189 holding.
  • Foundations Investment Advisors first reported a position in Prospect Capital in Q2 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.