Moneta Group Investment Advisors’s Prospect Capital PSEC Stock Holding History

Moneta Group Investment Advisors’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 Q1	$32K	Sell	12,253 -700	-5%	-$1.92K	﹤0.01%	800
2025 Q4	$33.5K	Hold	12,953	–	–	﹤0.01%	802
2025 Q3	$35.6K	Buy	12,953 +400	+3%	+$1.2K	﹤0.01%	782
2025 Q2	$39.9K	Buy	12,553 +201	+2%	+$698	﹤0.01%	695
2025 Q1	$50.6K	Buy	12,352 +100	+0.8%	+$430	﹤0.01%	656
2024 Q4	$52.8K	Hold	12,252	–	–	﹤0.01%	653
2024 Q3	$65.5K	Sell	12,252 -700	-5%	-$3.71K	﹤0.01%	638
2024 Q2	$71.6K	Hold	12,952	–	–	﹤0.01%	597
2024 Q1	$71.5K	Buy	12,952 +201	+2%	+$1.16K	﹤0.01%	592
2023 Q4	$76.4K	Buy	12,751 +4	+0%	+$23	﹤0.01%	546
2023 Q3	$77.1K	Sell	12,747 -50	-0.4%	-$312	﹤0.01%	510
2023 Q2	$79.3K	Buy	12,797 +100	+0.8%	+$643	﹤0.01%	531
2023 Q1	$88.4K	Buy	+12,697	New	+$92.2K	﹤0.01%	515

Other funds holding PSEC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Moneta Group Investment Advisors's PSEC Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Prospect Capital (PSEC) stake by 5.4% in Q1 2026, selling an estimated $1.92K and leaving 12,253 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Moneta Group Investment Advisors first reported a position in PSEC in Q1 2023 and has held it in 13 quarters since. The position peaked at $88.4K in Q1 2023. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

Moneta Group Investment Advisors held 12,253 shares of Prospect Capital worth $32K as of Q1 2026.
Moneta Group Investment Advisors sold 700 Prospect Capital shares in Q1 2026, an estimated $1.92K.
Prospect Capital made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #800 holding.
Moneta Group Investment Advisors first reported a position in Prospect Capital in Q1 2023 and has held it in 13 quarters since.
Moneta Group Investment Advisors's Prospect Capital position peaked at $88.4K in Q1 2023.
218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.