Seros Financial’s Prospect Capital PSEC Stock Holding History

Seros Financial’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 Q3	$123K	Buy	+59,335	New	+$132K	0.06%	67

Other funds holding PSEC

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Seros Financial's PSEC Position: Q3 2026 in Review

Seros Financial opened a new position in Prospect Capital (PSEC) in Q3 2026: 59,335 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings.

48 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Seros Financial held 59,335 shares of Prospect Capital worth $123K as of Q3 2026.
Prospect Capital was a new Seros Financial position in Q3 2026.
Prospect Capital made up 0.06% of Seros Financial's portfolio in Q3 2026, its #67 holding.
48 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Seros Financial's 13F filing for Q3 2026, filed 21 Oct 2026.