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Opal Wealth Advisors’s Palmer Square Capital BDC PSBD Stock Holding History

Opal Wealth 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
2026
Q2 		$1.66M Buy
159,240
+36,431
+30% +$389K 0.36% 33
2026
Q1 		$1.2M Buy
122,809
+46,475
+61% +$522K 0.27% 35
2025
Q4 		$931K Buy
+76,334
New +$934K 0.24% 53

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

Opal Wealth Advisors's PSBD Position: Q2 2026 in Review

Opal Wealth Advisors increased its Palmer Square Capital BDC (PSBD) stake by 30% in Q2 2026, buying an estimated $389K and bringing the position to 159,240 shares worth $1.66M. The position accounts for 0.36% of the portfolio, ranked #33.

Opal Wealth Advisors first reported a position in PSBD in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Opal Wealth Advisors held 159,240 shares of Palmer Square Capital BDC worth $1.66M as of Q2 2026.
  • Opal Wealth Advisors bought 36,431 Palmer Square Capital BDC shares in Q2 2026, an estimated $389K.
  • Palmer Square Capital BDC made up 0.36% of Opal Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Opal Wealth Advisors first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.