Highline Wealth Partners’s PennantPark Floating Rate Capital PFLT Stock Holding History

Highline Wealth Partners’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 Q2	$23.7K	Buy	+3,175	New	+$26.4K	﹤0.01%	361

Other funds holding PFLT

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Highline Wealth Partners's PFLT Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in PennantPark Floating Rate Capital (PFLT) in Q2 2026: 3,175 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings.

15 funds tracked by Wall St. Rank hold PFLT as of Q2 2026.

Highline Wealth Partners held 3,175 shares of PennantPark Floating Rate Capital worth $23.7K as of Q2 2026.
PennantPark Floating Rate Capital was a new Highline Wealth Partners position in Q2 2026.
PennantPark Floating Rate Capital made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #361 holding.
15 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.