Morgan Stanley’s Palmer Square Capital BDC PSBD Stock Holding History

Morgan Stanley’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
2026 Q1	$697K	Buy	71,344 +51,595	+261%	+$579K	﹤0.01%	5315
2025 Q4	$241K	Sell	19,749 -237,771	-92%	-$2.91M	﹤0.01%	5856
2025 Q3	$3.16M	Buy	257,520 +385	+0.1%	+$5.3K	﹤0.01%	4489
2025 Q2	$3.59M	Buy	257,135 +252,670	+5,659%	+$3.41M	﹤0.01%	4325
2025 Q1	$59.5K	Buy	4,465 +78	+2%	+$1.19K	﹤0.01%	6209
2024 Q4	$66.7K	Buy	4,387 +381	+10%	+$6.07K	﹤0.01%	6201
2024 Q3	$65.3K	Sell	4,006 -390	-9%	-$6.36K	﹤0.01%	6142
2024 Q2	$71K	Sell	4,396 -9,299	-68%	-$153K	﹤0.01%	6073
2024 Q1	$223K	Buy	+13,695	New	+$223K	﹤0.01%	5697

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

BCM

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

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

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

Morgan Stanley's PSBD Position: Q1 2026 in Review

Morgan Stanley increased its Palmer Square Capital BDC (PSBD) stake by 261% in Q1 2026, buying an estimated $579K and bringing the position to 71,344 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #5315.

Morgan Stanley first reported a position in PSBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.59M in Q2 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

Morgan Stanley held 71,344 shares of Palmer Square Capital BDC worth $697K as of Q1 2026.
Morgan Stanley bought 51,595 Palmer Square Capital BDC shares in Q1 2026, an estimated $579K.
Palmer Square Capital BDC made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5315 holding.
Morgan Stanley first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 9 quarters since.
Morgan Stanley's Palmer Square Capital BDC position peaked at $3.59M in Q2 2025.
44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.