Level Four Advisory Services’s Prospect Capital PSEC Stock Holding History

Level Four Advisory 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	$44K	Buy	19,027 +851	+5%	+$2.1K	﹤0.01%	932
2026 Q1	$47.4K	Buy	18,176 +2	+0%	+$5	﹤0.01%	863
2025 Q4	$47.1K	Sell	18,174 -578	-3%	-$1.54K	﹤0.01%	839
2025 Q3	$51.6K	Sell	18,752 -2,568	-12%	-$7.68K	﹤0.01%	798
2025 Q2	$67.8K	Buy	21,320 +178	+0.8%	+$619	﹤0.01%	778
2025 Q1	$86.7K	Sell	21,142 -248	-1%	-$1.07K	﹤0.01%	741
2024 Q4	$92.2K	Sell	21,390 -345	-2%	-$1.65K	﹤0.01%	743
2024 Q3	$113K	Buy	21,735 +710	+3%	+$3.77K	﹤0.01%	749
2024 Q2	$116K	Buy	21,025 +955	+5%	+$5.25K	0.01%	718
2024 Q1	$120K	Hold	20,070	–	–	0.01%	741
2023 Q4	$120K	Buy	20,070 +433	+2%	+$2.49K	0.01%	737
2023 Q3	$119K	Buy	19,637 +391	+2%	+$2.44K	0.01%	711
2023 Q2	$119K	Buy	19,246 +369	+2%	+$2.37K	0.01%	771
2023 Q1	$131K	Buy	+18,877	New	+$137K	0.01%	726

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

Level Four Advisory Services's PSEC Position: Q2 2026 in Review

Level Four Advisory Services increased its Prospect Capital (PSEC) stake by 4.7% in Q2 2026, buying an estimated $2.1K and bringing the position to 19,027 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Level Four Advisory Services first reported a position in PSEC in Q1 2023 and has held it in 14 quarters since. The position peaked at $131K in Q1 2023. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Level Four Advisory Services held 19,027 shares of Prospect Capital worth $44K as of Q2 2026.
Level Four Advisory Services bought 851 Prospect Capital shares in Q2 2026, an estimated $2.1K.
Prospect Capital made up ﹤0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #932 holding.
Level Four Advisory Services first reported a position in Prospect Capital in Q1 2023 and has held it in 14 quarters since.
Level Four Advisory Services's Prospect Capital position peaked at $131K in Q1 2023.
205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.