Jim Simons’s Palmer Square Capital BDC PSBD Stock Holding History

Jim Simons’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 Q1	$1.52M	Sell	155,700 -27,300	-15%	-$306K	﹤0.01%	2035
2025 Q4	$2.23M	Buy	183,000 +28,900	+19%	+$354K	﹤0.01%	1796
2025 Q3	$1.89M	Buy	154,100 +84,400	+121%	+$1.16M	﹤0.01%	2115
2025 Q2	$973K	Sell	69,700 -19,700	-22%	-$266K	﹤0.01%	2532
2025 Q1	$1.19M	Buy	89,400 +27,400	+44%	+$419K	﹤0.01%	2301
2024 Q4	$942K	Sell	62,000 -4,400	-7%	-$70.1K	﹤0.01%	2529
2024 Q3	$1.08M	Buy	66,400 +55,700	+521%	+$908K	﹤0.01%	2400
2024 Q2	$173K	Buy	+10,700	New	+$176K	﹤0.01%	3074

Other funds holding PSBD

OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jim Simons's PSBD Position: Q1 2026 in Review

Jim Simons reduced its Palmer Square Capital BDC (PSBD) stake by 15% in Q1 2026, selling an estimated $306K and leaving 155,700 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Jim Simons first reported a position in PSBD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.23M in Q4 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

Jim Simons held 155,700 shares of Palmer Square Capital BDC worth $1.52M as of Q1 2026.
Jim Simons sold 27,300 Palmer Square Capital BDC shares in Q1 2026, an estimated $306K.
Palmer Square Capital BDC made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2035 holding.
Jim Simons first reported a position in Palmer Square Capital BDC in Q2 2024 and has held it in 8 quarters since.
Jim Simons's Palmer Square Capital BDC position peaked at $2.23M in Q4 2025.
44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.