NewEdge Advisors’s Palmer Square Capital BDC PSBD Stock Holding History

NewEdge Advisors’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
2025 Q3	–	Sell	-1,587	Closed	-$22.2K	–	4224
2025 Q2	$22.2K	Hold	1,587	–	–	﹤0.01%	2917
2025 Q1	$21.1K	Hold	1,587	–	–	﹤0.01%	2841
2024 Q4	$24.1K	Hold	1,587	–	–	﹤0.01%	2757
2024 Q3	$25.9K	Buy	+1,587	New	+$25.9K	﹤0.01%	2645

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

BCM

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

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

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

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

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

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

NewEdge Advisors's PSBD Position: Q3 2025 in Review

NewEdge Advisors sold out of Palmer Square Capital BDC (PSBD) in Q3 2025, closing a stake of 1,587 shares — an estimated $22.2K sold.

NewEdge Advisors first reported a position in PSBD in Q3 2024 and held it in 4 quarters. The position peaked at $25.9K in Q3 2024. 39 funds tracked by Wall St. Rank hold PSBD as of Q3 2025.

NewEdge Advisors reported no remaining Palmer Square Capital BDC position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 1,587 Palmer Square Capital BDC shares in Q3 2025, an estimated $22.2K.
NewEdge Advisors first reported a position in Palmer Square Capital BDC in Q3 2024 and held it in 4 quarters.
NewEdge Advisors's Palmer Square Capital BDC position peaked at $25.9K in Q3 2024.
39 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.