Heritage Wealth Advisors’s Prospect Capital PSEC Stock Holding History

Heritage Wealth 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	$231	Hold	100	–	–	﹤0.01%	667
2026 Q1	$261	Hold	100	–	–	﹤0.01%	658
2025 Q4	$259	Hold	100	–	–	﹤0.01%	570
2025 Q3	$275	Hold	100	–	–	﹤0.01%	562
2025 Q2	$318	Hold	100	–	–	﹤0.01%	548
2025 Q1	$410	Hold	100	–	–	﹤0.01%	549
2024 Q4	$431	Hold	100	–	–	﹤0.01%	601
2024 Q3	$535	Hold	100	–	–	﹤0.01%	589
2024 Q2	$553	Hold	100	–	–	﹤0.01%	493
2024 Q1	$552	Hold	100	–	–	﹤0.01%	516
2023 Q4	$599	Hold	100	–	–	﹤0.01%	524
2023 Q3	$605	Hold	100	–	–	﹤0.01%	483
2023 Q2	$620	Hold	100	–	–	﹤0.01%	523
2023 Q1	$696	Hold	100	–	–	﹤0.01%	537
2022 Q4	$699	Hold	100	–	–	﹤0.01%	530
2022 Q3	$620	Hold	100	–	–	﹤0.01%	504
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	541
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	520
2021 Q4	$1K	Buy	+100	New	+$842	﹤0.01%	529

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Heritage Wealth Advisors's PSEC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Prospect Capital (PSEC) position steady in Q2 2026 at 100 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Heritage Wealth Advisors first reported a position in PSEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q2 2022. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Heritage Wealth Advisors held 100 shares of Prospect Capital worth $231 as of Q2 2026.
Heritage Wealth Advisors left its Prospect Capital share count unchanged in Q2 2026.
Prospect Capital made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #667 holding.
Heritage Wealth Advisors first reported a position in Prospect Capital in Q4 2021 and has held it in 19 quarters since.
Heritage Wealth Advisors's Prospect Capital position peaked at $1K in Q2 2022.
205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

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