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Savvy Advisors Inc’s PennantPark Floating Rate Capital PFLT Stock Holding History

Savvy Advisors Inc’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Buy
16,773
+595
+4% +$4.95K ﹤0.01% 1222
2026
Q1 		$130K Buy
+16,178
New +$142K ﹤0.01% 1094

Other funds holding PFLT

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Savvy Advisors Inc's PFLT Position: Q2 2026 in Review

Savvy Advisors Inc increased its PennantPark Floating Rate Capital (PFLT) stake by 3.7% in Q2 2026, buying an estimated $4.95K and bringing the position to 16,773 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Savvy Advisors Inc first reported a position in PFLT in Q1 2026 and has held it in 2 quarters since. The position peaked at $130K in Q1 2026. 125 funds tracked by Wall St. Rank hold PFLT as of Q2 2026.

  • Savvy Advisors Inc held 16,773 shares of PennantPark Floating Rate Capital worth $125K as of Q2 2026.
  • Savvy Advisors Inc bought 595 PennantPark Floating Rate Capital shares in Q2 2026, an estimated $4.95K.
  • PennantPark Floating Rate Capital made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1222 holding.
  • Savvy Advisors Inc first reported a position in PennantPark Floating Rate Capital in Q1 2026 and has held it in 2 quarters since.
  • Savvy Advisors Inc's PennantPark Floating Rate Capital position peaked at $130K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.