Jones Financial Companies’s Palmer Square Capital BDC PSBD Stock Holding History

Jones Financial Companies’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	$364	Buy	+34	New	+$363	﹤0.01%	4804

Other funds holding PSBD

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

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BCM

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

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Jones Financial Companies's PSBD Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Palmer Square Capital BDC (PSBD) in Q2 2026: 34 shares worth $364. The stake represents ﹤0.01% of the portfolio and ranks #4804 among its holdings.

42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

Jones Financial Companies held 34 shares of Palmer Square Capital BDC worth $364 as of Q2 2026.
Palmer Square Capital BDC was a new Jones Financial Companies position in Q2 2026.
Palmer Square Capital BDC made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4804 holding.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.