RW
PSEC icon

Ridgeline Wealth’s Prospect Capital PSEC Stock Holding History

Ridgeline Wealth’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
Q3 		– Sell
-94,334
Closed -$300K – 53
2025
Q2 		$300K Hold
94,334
– – 0.24% 38
2025
Q1 		$387K Hold
94,334
– – 0.33% 38
2024
Q4 		$407K Buy
+94,334
New +$452K 0.33% 38

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ridgeline Wealth's PSEC Position: Q3 2025 in Review

Ridgeline Wealth sold out of Prospect Capital (PSEC) in Q3 2025, closing a stake of 94,334 shares — an estimated $300K sold.

Ridgeline Wealth first reported a position in PSEC in Q4 2024 and held it in 3 quarters. The position peaked at $407K in Q4 2024. 227 funds tracked by Wall St. Rank hold PSEC as of Q3 2025.

  • Ridgeline Wealth reported no remaining Prospect Capital position as of Q3 2025 after selling out during the quarter.
  • Ridgeline Wealth sold 94,334 Prospect Capital shares in Q3 2025, an estimated $300K.
  • Ridgeline Wealth first reported a position in Prospect Capital in Q4 2024 and held it in 3 quarters.
  • Ridgeline Wealth's Prospect Capital position peaked at $407K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2025.

Based on Ridgeline Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.