LRI Investments’s Prospect Capital PSEC Stock Holding History

LRI Investments’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	$1.47K	Hold	638	–	–	﹤0.01%	1307
2026 Q1	$1.67K	Hold	638	–	–	﹤0.01%	1278
2025 Q4	$1.65K	Hold	638	–	–	﹤0.01%	1223
2025 Q3	$1.75K	Hold	638	–	–	﹤0.01%	1217
2025 Q2	$2.03K	Hold	638	–	–	﹤0.01%	1168
2025 Q1	$2.62K	Hold	638	–	–	﹤0.01%	1069
2024 Q4	$2.75K	Hold	638	–	–	﹤0.01%	1038
2024 Q3	$2.79K	Buy	638 +6	+0.9%	+$32	﹤0.01%	1028
2024 Q2	$3.49K	Buy	632 +21	+3%	+$115	﹤0.01%	981
2024 Q1	$3.37K	Buy	+611	New	+$3.52K	﹤0.01%	688

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

LRI Investments's PSEC Position: Q2 2026 in Review

LRI Investments held its Prospect Capital (PSEC) position steady in Q2 2026 at 638 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

LRI Investments first reported a position in PSEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.49K in Q2 2024. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

LRI Investments held 638 shares of Prospect Capital worth $1.47K as of Q2 2026.
LRI Investments left its Prospect Capital share count unchanged in Q2 2026.
Prospect Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1307 holding.
LRI Investments first reported a position in Prospect Capital in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Prospect Capital position peaked at $3.49K in Q2 2024.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.