Naviter Wealth’s Prospect Capital PSEC Stock Holding History

Naviter Wealth’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	$1.54M	Buy	656,528 +85,743	+15%	+$211K	0.14%	139
2026 Q1	$1.52M	Buy	570,785 +186,566	+49%	+$511K	0.19%	118
2025 Q4	$1.01M	Sell	384,219 -112,071	-23%	-$299K	0.13%	155
2025 Q3	$1.39M	Sell	496,290 -183,845	-27%	-$550K	0.16%	142
2025 Q2	$2.18M	Buy	680,135 +227,595	+50%	+$791K	0.27%	102
2025 Q1	$1.88M	Sell	452,540 -56,374	-11%	-$243K	0.23%	121
2024 Q4	$2.22M	Buy	+508,914	New	+$2.44M	0.27%	100

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

Naviter Wealth's PSEC Position: Q2 2026 in Review

Naviter Wealth increased its Prospect Capital (PSEC) stake by 15% in Q2 2026, buying an estimated $211K and bringing the position to 656,528 shares worth $1.54M. The position accounts for 0.14% of the portfolio, ranked #139.

Naviter Wealth first reported a position in PSEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2024. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Naviter Wealth held 656,528 shares of Prospect Capital worth $1.54M as of Q2 2026.
Naviter Wealth bought 85,743 Prospect Capital shares in Q2 2026, an estimated $211K.
Prospect Capital made up 0.14% of Naviter Wealth's portfolio in Q2 2026, its #139 holding.
Naviter Wealth first reported a position in Prospect Capital in Q4 2024 and has held it in 7 quarters since.
Naviter Wealth's Prospect Capital position peaked at $2.22M in Q4 2024.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.