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 Q3	$1.74M	Buy	175,728 +16,488	+10%	+$168K	0.36%	31
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

Arlington Partners Birmingham, Alabama $65.4M AUM 3% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Opal Wealth Advisors's PSBD Position: Q3 2026 in Review

Opal Wealth Advisors increased its Palmer Square Capital BDC (PSBD) stake by 10% in Q3 2026, buying an estimated $168K and bringing the position to 175,728 shares worth $1.74M. The position accounts for 0.36% of the portfolio, ranked #31.

Opal Wealth Advisors first reported a position in PSBD in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold PSBD as of Q3 2026.

Opal Wealth Advisors held 175,728 shares of Palmer Square Capital BDC worth $1.74M as of Q3 2026.
Opal Wealth Advisors bought 16,488 Palmer Square Capital BDC shares in Q3 2026, an estimated $168K.
Palmer Square Capital BDC made up 0.36% of Opal Wealth Advisors's portfolio in Q3 2026, its #31 holding.
Opal Wealth Advisors first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.