Newbridge Financial Services Group’s Prospect Capital PSEC Stock Holding History

Newbridge Financial Services Group’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 Q3	$14.9K	Hold	7,157	–	–	﹤0.01%	771
2026 Q2	$16.5K	Hold	7,157	–	–	﹤0.01%	750
2026 Q1	$18.7K	Hold	7,157	–	–	﹤0.01%	652
2025 Q4	$18.5K	Buy	+7,157	New	+$19.1K	﹤0.01%	657
2025 Q3	–	Sell	-108,037	Closed	-$344K	–	1369
2025 Q2	$344K	Buy	+108,037	New	+$375K	0.06%	227
2021 Q3	–	Sell	-7,652	Closed	-$64K	–	1574
2021 Q2	$64K	Buy	7,652 +3,000	+64%	+$25.1K	0.04%	366
2021 Q1	$36K	Hold	4,652	–	–	0.03%	484
2020 Q4	$25K	Hold	4,652	–	–	0.02%	484
2020 Q3	$23K	Buy	+4,652	New	+$23.4K	0.02%	472

Other funds holding PSEC

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Newbridge Financial Services Group's PSEC Position: Q3 2026 in Review

Newbridge Financial Services Group held its Prospect Capital (PSEC) position steady in Q3 2026 at 7,157 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Newbridge Financial Services Group first reported a position in PSEC in Q3 2020 and has held it in 9 quarters since. The position peaked at $344K in Q2 2025. 137 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Newbridge Financial Services Group held 7,157 shares of Prospect Capital worth $14.9K as of Q3 2026.
Newbridge Financial Services Group left its Prospect Capital share count unchanged in Q3 2026.
Prospect Capital made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #771 holding.
Newbridge Financial Services Group first reported a position in Prospect Capital in Q3 2020 and has held it in 9 quarters since.
Newbridge Financial Services Group's Prospect Capital position peaked at $344K in Q2 2025.
137 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.