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Independent Financial Group’s Prospect Capital PSEC Stock Holding History

Independent Financial Group’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 		$5.74M Sell
2,485,356
-974,995
-28% -$2.4M 0.11% 190
2026
Q1 		$9.03M Buy
3,460,351
+2,105,502
+155% +$5.77M 0.2% 97
2025
Q4 		$3.51M Buy
1,354,849
+899,717
+198% +$2.4M 0.08% 234
2025
Q3 		$1.25M Buy
455,132
+17,645
+4% +$52.8K 0.03% 538
2025
Q2 		$1.39M Sell
437,487
-81,601
-16% -$284K 0.04% 441
2025
Q1 		$2.13M Buy
519,088
+113,650
+28% +$489K 0.07% 263
2024
Q4 		$1.75M Buy
405,438
+217,836
+116% +$1.04M 0.06% 322
2024
Q3 		$1M Buy
187,602
+104,367
+125% +$554K 0.04% 445
2024
Q2 		$460K Buy
83,235
+57,169
+219% +$314K 0.02% 633
2024
Q1 		$144K Buy
26,066
+2,196
+9% +$12.6K 0.01% 975
2023
Q4 		$143K Hold
23,870
– – 0.01% 911
2023
Q3 		$144K Hold
23,870
– – 0.01% 856
2023
Q2 		$148K Hold
23,870
– – 0.01% 831
2023
Q1 		$166K Hold
23,870
– – 0.01% 786
2022
Q4 		$167K Hold
23,870
– – 0.01% 735
2022
Q3 		$148K Sell
23,870
-3,165
-12% -$23.6K 0.01% 692
2022
Q2 		$189K Buy
27,035
+2,300
+9% +$17.7K 0.02% 645
2022
Q1 		$205K Sell
24,735
-5,626
-19% -$46.8K 0.02% 725
2021
Q4 		$255K Buy
30,361
+5,626
+23% +$47.4K 0.02% 651
2021
Q3 		$190K Buy
24,735
+381
+2% +$3.07K 0.02% 677
2021
Q2 		$204K Buy
24,354
+619
+3% +$5.17K 0.02% 661
2021
Q1 		$182K Hold
23,735
– – 0.02% 606
2020
Q4 		$128K Hold
23,735
– – 0.02% 538
2020
Q3 		$119K Hold
23,735
– – 0.02% 485
2020
Q2 		$121K Sell
23,735
-3,080
-11% -$14.4K 0.03% 454
2020
Q1 		$114K Buy
+26,815
New +$158K 0.03% 376

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Independent Financial Group's PSEC Position: Q2 2026 in Review

Independent Financial Group reduced its Prospect Capital (PSEC) stake by 28% in Q2 2026, selling an estimated $2.4M and leaving 2,485,356 shares worth $5.74M. The position accounts for 0.11% of the portfolio, ranked #190.

Independent Financial Group first reported a position in PSEC in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.03M in Q1 2026. 196 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Independent Financial Group held 2,485,356 shares of Prospect Capital worth $5.74M as of Q2 2026.
  • Independent Financial Group sold 974,995 Prospect Capital shares in Q2 2026, an estimated $2.4M.
  • Prospect Capital made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #190 holding.
  • Independent Financial Group first reported a position in Prospect Capital in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Prospect Capital position peaked at $9.03M in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.