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Hennion & Walsh Asset Management’s Palmer Square Capital BDC PSBD Stock Holding History

Hennion & Walsh Asset Management’s Portfolio PSBD Stock Details PSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Sell
198,062
-15,878
-7% -$170K 0.06% 375
2026
Q1 		$2.09M Sell
213,940
-6,394
-3% -$71.8K 0.07% 337
2025
Q4 		$2.69M Sell
220,334
-7,281
-3% -$89.1K 0.09% 286
2025
Q3 		$2.79M Sell
227,615
-7,030
-3% -$96.8K 0.1% 265
2025
Q2 		$3.28M Buy
234,645
+73,905
+46% +$997K 0.13% 196
2025
Q1 		$2.14M Buy
160,740
+76,743
+91% +$1.17M 0.1% 260
2024
Q4 		$1.28M Buy
83,997
+35,437
+73% +$564K 0.06% 406
2024
Q3 		$792K Buy
+48,560
New +$792K 0.04% 509

Other funds holding PSBD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Hennion & Walsh Asset Management's PSBD Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Palmer Square Capital BDC (PSBD) stake by 7.4% in Q2 2026, selling an estimated $170K and leaving 198,062 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #375.

Hennion & Walsh Asset Management first reported a position in PSBD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.28M in Q2 2025. 7 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Hennion & Walsh Asset Management held 198,062 shares of Palmer Square Capital BDC worth $2.06M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 15,878 Palmer Square Capital BDC shares in Q2 2026, an estimated $170K.
  • Palmer Square Capital BDC made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #375 holding.
  • Hennion & Walsh Asset Management first reported a position in Palmer Square Capital BDC in Q3 2024 and has held it in 8 quarters since.
  • Hennion & Walsh Asset Management's Palmer Square Capital BDC position peaked at $3.28M in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.