&Partners’s Prospect Capital PSEC Stock Holding History

&Partners’s Portfolio PSEC Stock Details PSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,993	Closed	-$47.6K	–	1796
2024 Q4	$47.6K	Buy	10,993 +397	+4%	+$1.9K	﹤0.01%	1629
2024 Q3	$56.7K	Buy	+10,596	New	+$56.2K	﹤0.01%	1382

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

&Partners's PSEC Position: Q1 2025 in Review

&Partners sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 10,993 shares — an estimated $47.6K sold.

&Partners first reported a position in PSEC in Q3 2024 and held it in 2 quarters. The position peaked at $56.7K in Q3 2024. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

&Partners reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
&Partners sold 10,993 Prospect Capital shares in Q1 2025, an estimated $47.6K.
&Partners first reported a position in Prospect Capital in Q3 2024 and held it in 2 quarters.
&Partners's Prospect Capital position peaked at $56.7K in Q3 2024.
224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on &Partners's 13F filing for Q1 2025, filed 15 May 2025.