MWM
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Modera Wealth Management’s Prospect Capital PSEC Stock Holding History

Modera Wealth Management’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 		$60.8K Hold
26,334
– – ﹤0.01% 645
2026
Q1 		$68.7K Buy
+26,334
New +$72.1K ﹤0.01% 627

Other funds holding PSEC

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Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Modera Wealth Management's PSEC Position: Q2 2026 in Review

Modera Wealth Management held its Prospect Capital (PSEC) position steady in Q2 2026 at 26,334 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Modera Wealth Management first reported a position in PSEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $68.7K in Q1 2026. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Modera Wealth Management held 26,334 shares of Prospect Capital worth $60.8K as of Q2 2026.
  • Modera Wealth Management left its Prospect Capital share count unchanged in Q2 2026.
  • Prospect Capital made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Modera Wealth Management first reported a position in Prospect Capital in Q1 2026 and has held it in 2 quarters since.
  • Modera Wealth Management's Prospect Capital position peaked at $68.7K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.