Jones Financial Companies’s Prospect Capital PSEC Stock Holding History

Jones Financial Companies’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	$11.6K	Buy	5,023 +3,810	+314%	+$9.38K	﹤0.01%	3736
2026 Q1	$3.02K	Sell	1,213 -2,124	-64%	-$5.82K	﹤0.01%	4028
2025 Q4	$8.64K	Sell	3,337 -4,256	-56%	-$11.4K	﹤0.01%	3276
2025 Q3	$19.8K	Buy	7,593 +256	+3%	+$766	﹤0.01%	2803
2025 Q2	$23.3K	Sell	7,337 -9,322	-56%	-$32.4K	﹤0.01%	2525
2025 Q1	$68.6K	Buy	16,659 +9,534	+134%	+$41K	﹤0.01%	1937
2024 Q4	$30.7K	Buy	7,125 +1,030	+17%	+$4.94K	﹤0.01%	2078
2024 Q3	$32.4K	Buy	6,095 +5,633	+1,219%	+$29.9K	﹤0.01%	1791
2024 Q2	$2.56K	Buy	+462	New	+$2.54K	﹤0.01%	2106
2013 Q4	–	Sell	-2,084	Closed	-$23K	–	462
2013 Q3	$23K	Buy	+2,084	New	+$23.1K	﹤0.01%	405

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

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

Jones Financial Companies increased its Prospect Capital (PSEC) stake by 314% in Q2 2026, buying an estimated $9.38K and bringing the position to 5,023 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3736.

Jones Financial Companies first reported a position in PSEC in Q3 2013 and has held it in 10 quarters since. The position peaked at $68.6K in Q1 2025. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Jones Financial Companies held 5,023 shares of Prospect Capital worth $11.6K as of Q2 2026.
Jones Financial Companies bought 3,810 Prospect Capital shares in Q2 2026, an estimated $9.38K.
Prospect Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3736 holding.
Jones Financial Companies first reported a position in Prospect Capital in Q3 2013 and has held it in 10 quarters since.
Jones Financial Companies's Prospect Capital position peaked at $68.6K in Q1 2025.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

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