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Sowell Financial Services’s Prospect Capital PSEC Stock Holding History

Sowell Financial Services’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 		– Sell
-38,027
Closed -$99.3K – 1214
2026
Q1 		$99.3K Sell
38,027
-5,310
-12% -$14.5K ﹤0.01% 1097
2025
Q4 		$112K Buy
43,337
+25,392
+141% +$67.8K ﹤0.01% 1083
2025
Q3 		$49.3K Sell
17,945
-949
-5% -$2.84K ﹤0.01% 1057
2025
Q2 		$60.1K Sell
18,894
-2,095
-10% -$7.28K ﹤0.01% 1023
2025
Q1 		$86.1K Buy
+20,989
New +$90.3K ﹤0.01% 980
2021
Q2 		– Sell
-3,318
Closed -$27K – 2155
2021
Q1 		$27K Sell
3,318
-48,814
-94% -$337K ﹤0.01% 1922
2020
Q4 		$282K Sell
52,132
-193
-0.4% -$1.02K 0.01% 717
2020
Q3 		$263K Buy
52,325
+616
+1% +$3.1K 0.01% 655
2020
Q2 		$264K Buy
51,709
+10,388
+25% +$48.6K 0.01% 633
2020
Q1 		$176K Buy
41,321
+1,222
+3% +$7.22K 0.01% 685
2019
Q4 		$258K Buy
40,099
+1,079
+3% +$7.03K 0.02% 633
2019
Q3 		$257K Buy
+39,020
New +$257K 0.02% 573
2017
Q2 		– Sell
-29,100
Closed -$246K – 277
2017
Q1 		$246K Buy
29,100
+9,100
+46% +$81.6K 0.07% 215
2016
Q4 		$188K Buy
+20,000
New +$161K 0.06% 196

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sowell Financial Services's PSEC Position: Q2 2026 in Review

Sowell Financial Services sold out of Prospect Capital (PSEC) in Q2 2026, closing a stake of 38,027 shares — an estimated $99.3K sold.

Sowell Financial Services first reported a position in PSEC in Q4 2016 and held it in 14 quarters. The position peaked at $282K in Q4 2020. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Sowell Financial Services reported no remaining Prospect Capital position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 38,027 Prospect Capital shares in Q2 2026, an estimated $99.3K.
  • Sowell Financial Services first reported a position in Prospect Capital in Q4 2016 and held it in 14 quarters.
  • Sowell Financial Services's Prospect Capital position peaked at $282K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.