Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
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
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
–
2157
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
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
PMG
Private Management Group
Irvine, California
$3.47B AUM
13.39%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
GJL
Gendell Jeffrey L
$7.34B AUM
183.72%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
IFG
Independent Financial Group
San Diego, California
$4.46B AUM
29.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close