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Garton & Associates Financial Advisors’s Prospect Capital PSEC Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,649
Closed -$4.27K – 552
2025
Q4 		$4.27K Buy
+1,649
New +$4.4K ﹤0.01% 1019

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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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Legal & General Group
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
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

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

Garton & Associates Financial Advisors sold out of Prospect Capital (PSEC) in Q1 2026, closing a stake of 1,649 shares — an estimated $4.27K sold.

Garton & Associates Financial Advisors first reported a position in PSEC in Q4 2025 and held it in 1 quarter. The position peaked at $4.27K in Q4 2025. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Prospect Capital position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,649 Prospect Capital shares in Q1 2026, an estimated $4.27K.
  • Garton & Associates Financial Advisors first reported a position in Prospect Capital in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Prospect Capital position peaked at $4.27K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

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