Larson Financial Group’s Prospect Capital PSEC Stock Holding History

Larson 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 Q1	$7.55K	Buy	+2,891	New	+$7.92K	﹤0.01%	2401
2025 Q4	–	Hold	0	–	–	–	3447
2025 Q3	–	Hold	0	–	–	–	3425
2025 Q2	–	Sell	-19	Closed	-$66	–	3277
2025 Q1	$80	Sell	19 -640	-97%	-$2.75K	﹤0.01%	2950
2024 Q4	$2.84K	Buy	659 +19	+3%	+$91	﹤0.01%	1807
2024 Q3	$3.42K	Hold	640	–	–	﹤0.01%	1747
2024 Q2	$3.54K	Hold	640	–	–	﹤0.01%	1510
2024 Q1	$3.53K	Sell	640 -273	-30%	-$1.57K	﹤0.01%	1263
2023 Q4	$5.47K	Hold	913	–	–	﹤0.01%	1161
2023 Q3	$5.52K	Hold	913	–	–	﹤0.01%	1146
2023 Q2	$5.66K	Hold	913	–	–	﹤0.01%	1069
2023 Q1	$6.35K	Hold	913	–	–	﹤0.01%	1036
2022 Q4	$6.38K	Hold	913	–	–	﹤0.01%	982
2022 Q3	$6K	Sell	913 -4,003	-81%	-$29.9K	﹤0.01%	925
2022 Q2	$34K	Buy	+4,916	New	+$37.8K	0.01%	448

Other funds holding PSEC

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Larson Financial Group's PSEC Position: Q1 2026 in Review

Larson Financial Group opened a new position in Prospect Capital (PSEC) in Q1 2026: 2,891 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #2401 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in PSEC as recently as Q1 2025.

Larson Financial Group first reported a position in PSEC in Q2 2022 and has held it in 13 quarters since. The position peaked at $34K in Q2 2022. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

Larson Financial Group held 2,891 shares of Prospect Capital worth $7.55K as of Q1 2026.
Prospect Capital was a new Larson Financial Group position in Q1 2026.
Prospect Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2401 holding.
Larson Financial Group first reported a position in Prospect Capital in Q2 2022 and has held it in 13 quarters since.
Larson Financial Group's Prospect Capital position peaked at $34K in Q2 2022.
218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.