Raymond James Financial
PSBD icon

Raymond James Financial’s Palmer Square Capital BDC PSBD Stock Holding History

Raymond James Financial’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
2025
Q2 		– Sell
-51,504
Closed -$686K – 7044
2025
Q1 		$686K Buy
+51,504
New +$787K ﹤0.01% 3737

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's PSBD Position: Q2 2025 in Review

Raymond James Financial sold out of Palmer Square Capital BDC (PSBD) in Q2 2025, closing a stake of 51,504 shares — an estimated $686K sold.

Raymond James Financial first reported a position in PSBD in Q1 2025 and held it in 1 quarter. The position peaked at $686K in Q1 2025. 31 funds tracked by Wall St. Rank hold PSBD as of Q2 2025.

  • Raymond James Financial reported no remaining Palmer Square Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 51,504 Palmer Square Capital BDC shares in Q2 2025, an estimated $686K.
  • Raymond James Financial first reported a position in Palmer Square Capital BDC in Q1 2025 and held it in 1 quarter.
  • Raymond James Financial's Palmer Square Capital BDC position peaked at $686K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.