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Kestra Private Wealth Services’s Prospect Capital PSEC Stock Holding History

Kestra Private Wealth Services’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 		$450K Sell
194,761
-5,629
-3% -$13.9K ﹤0.01% 1300
2026
Q1 		$523K Sell
200,390
-1,292
-0.6% -$3.54K 0.01% 1172
2025
Q4 		$522K Sell
201,682
-5,216
-3% -$13.9K 0.01% 1142
2025
Q3 		$569K Buy
206,898
+2,486
+1% +$7.43K 0.01% 1044
2025
Q2 		$650K Buy
204,412
+6,340
+3% +$22K 0.01% 919
2025
Q1 		$812K Sell
198,072
-11,183
-5% -$48.1K 0.01% 758
2024
Q4 		$902K Buy
209,255
+1,941
+0.9% +$9.31K 0.02% 684
2024
Q3 		$1.11M Sell
207,314
-35,322
-15% -$187K 0.02% 586
2024
Q2 		$1.34M Buy
242,636
+1,035
+0.4% +$5.68K 0.03% 487
2024
Q1 		$1.33M Buy
241,601
+9,374
+4% +$54K 0.03% 483
2023
Q4 		$1.39M Sell
232,227
-8,679
-4% -$50K 0.04% 436
2023
Q3 		$1.46M Buy
240,906
+11,379
+5% +$70.9K 0.05% 378
2023
Q2 		$1.42M Buy
229,527
+7,786
+4% +$50.1K 0.05% 362
2023
Q1 		$1.54M Sell
221,741
-1,408
-0.6% -$10.2K 0.06% 315
2022
Q4 		$1.56M Buy
223,149
+6,394
+3% +$46K 0.08% 279
2022
Q3 		$1.34M Sell
216,755
-6,116
-3% -$45.7K 0.08% 277
2022
Q2 		$1.56M Buy
222,871
+94
+0% +$722 0.09% 259
2022
Q1 		$1.84M Buy
222,777
+6,907
+3% +$57.5K 0.09% 235
2021
Q4 		$1.81M Buy
215,870
+4,482
+2% +$37.7K 0.09% 246
2021
Q3 		$1.63M Buy
211,388
+3,803
+2% +$30.7K 0.09% 246
2021
Q2 		$1.74M Buy
207,585
+4,800
+2% +$40.1K 0.11% 218
2021
Q1 		$1.55M Buy
202,785
+3,851
+2% +$26.6K 0.11% 208
2020
Q4 		$1.09M Sell
198,934
-871
-0.4% -$4.59K 0.08% 251
2020
Q3 		$1M Buy
+199,805
New +$1M 0.09% 237

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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 163.05% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kestra Private Wealth Services's PSEC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Prospect Capital (PSEC) stake by 2.8% in Q2 2026, selling an estimated $13.9K and leaving 194,761 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Kestra Private Wealth Services first reported a position in PSEC in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q1 2022. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Kestra Private Wealth Services held 194,761 shares of Prospect Capital worth $450K as of Q2 2026.
  • Kestra Private Wealth Services sold 5,629 Prospect Capital shares in Q2 2026, an estimated $13.9K.
  • Prospect Capital made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1300 holding.
  • Kestra Private Wealth Services first reported a position in Prospect Capital in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Prospect Capital position peaked at $1.84M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.