OV Management’s Palmer Square Capital BDC PSBD Stock Holding History

OV 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	$38.9M	Hold	3,730,065	–	–	72.59%	1
2026 Q1	$36.4M	Hold	3,730,065	–	–	74.34%	1
2025 Q4	$45.5M	Hold	3,730,065	–	–	39.38%	1
2025 Q3	$45.8M	Hold	3,730,065	–	–	38.81%	1
2025 Q2	$52.1M	Hold	3,730,065	–	–	43.63%	1
2025 Q1	$49.7M	Hold	3,730,065	–	–	23.25%	1
2024 Q4	$56.7M	Buy	+3,730,065	New	+$59.4M	26.32%	1

Other funds holding PSBD

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

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

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

OV Management's PSBD Position: Q2 2026 in Review

OV Management held its Palmer Square Capital BDC (PSBD) position steady in Q2 2026 at 3,730,065 shares worth $38.9M. The position accounts for 72.59% of the portfolio, ranked #1.

OV Management first reported a position in PSBD in Q4 2024 and has held it in 7 quarters since. The position peaked at $56.7M in Q4 2024. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

OV Management held 3,730,065 shares of Palmer Square Capital BDC worth $38.9M as of Q2 2026.
OV Management left its Palmer Square Capital BDC share count unchanged in Q2 2026.
Palmer Square Capital BDC made up 72.59% of OV Management's portfolio in Q2 2026, its #1 holding.
OV Management first reported a position in Palmer Square Capital BDC in Q4 2024 and has held it in 7 quarters since.
OV Management's Palmer Square Capital BDC position peaked at $56.7M in Q4 2024.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.