Marble Harbor Investment Counsel’s Palmer Square Capital BDC PSBD Stock Holding History

Marble Harbor Investment Counsel’s Portfolio PSBD Stock Details PSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,900	Closed	-$250K	–	205
2025 Q2	$250K	Sell	17,900 -1,946	-10%	-$26.3K	0.03%	183
2025 Q1	$264K	Sell	19,846 -12,104	-38%	-$185K	0.03%	184
2024 Q4	$486K	Buy	31,950 +6,250	+24%	+$99.5K	0.05%	139
2024 Q3	$419K	Buy	25,700 +6,200	+32%	+$101K	0.05%	154
2024 Q2	$315K	Buy	+19,500	New	+$321K	0.04%	168

Other funds holding PSBD

OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

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

Marble Harbor Investment Counsel's PSBD Position: Q3 2025 in Review

Marble Harbor Investment Counsel sold out of Palmer Square Capital BDC (PSBD) in Q3 2025, closing a stake of 17,900 shares — an estimated $250K sold.

Marble Harbor Investment Counsel first reported a position in PSBD in Q2 2024 and held it in 5 quarters. The position peaked at $486K in Q4 2024. 39 funds tracked by Wall St. Rank hold PSBD as of Q3 2025.

Marble Harbor Investment Counsel reported no remaining Palmer Square Capital BDC position as of Q3 2025 after selling out during the quarter.
Marble Harbor Investment Counsel sold 17,900 Palmer Square Capital BDC shares in Q3 2025, an estimated $250K.
Marble Harbor Investment Counsel first reported a position in Palmer Square Capital BDC in Q2 2024 and held it in 5 quarters.
Marble Harbor Investment Counsel's Palmer Square Capital BDC position peaked at $486K in Q4 2024.
39 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2025.

Based on Marble Harbor Investment Counsel's 13F filing for Q3 2025, filed 7 Nov 2025.