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NewGen Asset Management’s Palmer Square Capital BDC PSBD Stock Holding History

NewGen Asset Management’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
Q2 		$1.61M Buy
154,539
+80,855
+110% +$864K 0.66% 27
2026
Q1 		$720K Buy
+73,684
New +$827K 0.28% 23

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

NewGen Asset Management's PSBD Position: Q2 2026 in Review

NewGen Asset Management increased its Palmer Square Capital BDC (PSBD) stake by 110% in Q2 2026, buying an estimated $864K and bringing the position to 154,539 shares worth $1.61M. The position accounts for 0.66% of the portfolio, ranked #27.

NewGen Asset Management first reported a position in PSBD in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • NewGen Asset Management held 154,539 shares of Palmer Square Capital BDC worth $1.61M as of Q2 2026.
  • NewGen Asset Management bought 80,855 Palmer Square Capital BDC shares in Q2 2026, an estimated $864K.
  • Palmer Square Capital BDC made up 0.66% of NewGen Asset Management's portfolio in Q2 2026, its #27 holding.
  • NewGen Asset Management first reported a position in Palmer Square Capital BDC in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on NewGen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.