RMR Wealth Builders’s Prospect Capital PSEC Stock Holding History

RMR Wealth Builders’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
2026 Q2	$104K	Buy	+44,938	New	+$111K	0.01%	310
2021 Q2	–	Sell	-1	Closed	–	–	560
2021 Q1	$0	Sell	1 -4,701	-100%	-$32.5K	﹤0.01%	806
2020 Q4	$25K	Buy	+4,702	New	+$24.8K	0.01%	329
2020 Q3	–	Sell	-4,372	Closed	-$22K	–	407
2020 Q2	$22K	Buy	+4,372	New	+$20.5K	0.02%	299
2019 Q4	$26K	Buy	+4,075	New	+$26.5K	0.03%	292

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RMR Wealth Builders's PSEC Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Prospect Capital (PSEC) in Q2 2026: 44,938 shares worth $104K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in PSEC as recently as Q1 2021.

RMR Wealth Builders first reported a position in PSEC in Q4 2019 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

RMR Wealth Builders held 44,938 shares of Prospect Capital worth $104K as of Q2 2026.
Prospect Capital was a new RMR Wealth Builders position in Q2 2026.
Prospect Capital made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #310 holding.
RMR Wealth Builders first reported a position in Prospect Capital in Q4 2019 and has held it in 5 quarters since.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.