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Garton & Associates Financial Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

Garton & Associates Financial Advisors’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,552
Closed -$23.7K – 534
2025
Q4 		$23.7K Buy
+2,552
New +$23.2K 0.01% 592

Other funds holding PFLT

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Garton & Associates Financial Advisors's PFLT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of PennantPark Floating Rate Capital (PFLT) in Q1 2026, closing a stake of 2,552 shares — an estimated $23.7K sold.

Garton & Associates Financial Advisors first reported a position in PFLT in Q4 2025 and held it in 1 quarter. The position peaked at $23.7K in Q4 2025. 134 funds tracked by Wall St. Rank hold PFLT as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining PennantPark Floating Rate Capital position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 2,552 PennantPark Floating Rate Capital shares in Q1 2026, an estimated $23.7K.
  • Garton & Associates Financial Advisors first reported a position in PennantPark Floating Rate Capital in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's PennantPark Floating Rate Capital position peaked at $23.7K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.