Legacy Wealth Management (Idaho)’s Prospect Capital PSEC Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-3,639	Closed	-$9.5K	–	756
2026 Q1	$9.5K	Hold	3,639	–	–	﹤0.01%	501
2025 Q4	$9.43K	Hold	3,639	–	–	﹤0.01%	433
2025 Q3	$10K	Buy	3,639 +3,000	+469%	+$8.97K	﹤0.01%	346
2025 Q2	$2.03K	Hold	639	–	–	﹤0.01%	511
2025 Q1	$2.62K	Hold	639	–	–	﹤0.01%	503
2024 Q4	$2.69K	Hold	639	–	–	﹤0.01%	466
2024 Q3	$2.73K	Buy	+639	New	+$3.39K	﹤0.01%	456

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

Legacy Wealth Management (Idaho)'s PSEC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Prospect Capital (PSEC) in Q2 2026, closing a stake of 3,639 shares — an estimated $9.5K sold.

Legacy Wealth Management (Idaho) first reported a position in PSEC in Q3 2024 and held it in 7 quarters. The position peaked at $10K in Q3 2025. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Prospect Capital position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 3,639 Prospect Capital shares in Q2 2026, an estimated $9.5K.
Legacy Wealth Management (Idaho) first reported a position in Prospect Capital in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Prospect Capital position peaked at $10K in Q3 2025.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.