SWM
PSEC icon

Spire Wealth Management’s Prospect Capital PSEC Stock Holding History

Spire Wealth Management’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 		$241K Buy
104,196
+1,588
+2% +$3.91K 0.01% 735
2026
Q1 		$268K Buy
102,608
+558
+0.5% +$1.53K 0.01% 699
2025
Q4 		$264K Sell
102,050
-80,464
-44% -$215K 0.01% 719
2025
Q3 		$502K Buy
182,514
+24,639
+16% +$73.7K 0.02% 523
2025
Q2 		$502K Buy
157,875
+45,486
+40% +$158K 0.02% 504
2025
Q1 		$461K Buy
112,389
+20,245
+22% +$87.1K 0.01% 584
2024
Q4 		$397K Buy
92,144
+66,911
+265% +$321K 0.01% 631
2024
Q3 		$135K Sell
25,233
-33,243
-57% -$176K ﹤0.01% 833
2024
Q2 		$323K Buy
58,476
+39,455
+207% +$217K 0.01% 591
2024
Q1 		$105K Sell
19,021
-3,042
-14% -$17.5K ﹤0.01% 980
2023
Q4 		$134K Sell
22,063
-17,837
-45% -$103K ﹤0.01% 905
2023
Q3 		$241K Buy
39,900
+2,161
+6% +$13.5K 0.01% 657
2023
Q2 		$234K Buy
37,739
+216
+0.6% +$1.39K 0.01% 682
2023
Q1 		$261K Buy
37,523
+2,421
+7% +$17.6K 0.01% 649
2022
Q4 		$245K Buy
35,102
+29,434
+519% +$212K 0.01% 504
2022
Q3 		$35K Sell
5,668
-24,423
-81% -$182K ﹤0.01% 1088
2022
Q2 		$210K Buy
30,091
+1,091
+4% +$8.38K 0.01% 753
2022
Q1 		$240K Sell
29,000
-908
-3% -$7.56K 0.01% 815
2021
Q4 		$252K Sell
29,908
-287
-1% -$2.42K 0.01% 991
2021
Q3 		$233K Buy
30,195
+159
+0.5% +$1.28K 0.01% 860
2021
Q2 		$252K Sell
30,036
-5,261
-15% -$44K 0.01% 852
2021
Q1 		$32K Buy
+35,297
New +$244K ﹤0.01% 1950

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

Spire Wealth Management's PSEC Position: Q2 2026 in Review

Spire Wealth Management increased its Prospect Capital (PSEC) stake by 1.5% in Q2 2026, buying an estimated $3.91K and bringing the position to 104,196 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #735.

Spire Wealth Management first reported a position in PSEC in Q1 2021 and has held it in 22 quarters since. The position peaked at $502K in Q2 2025. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Spire Wealth Management held 104,196 shares of Prospect Capital worth $241K as of Q2 2026.
  • Spire Wealth Management bought 1,588 Prospect Capital shares in Q2 2026, an estimated $3.91K.
  • Prospect Capital made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #735 holding.
  • Spire Wealth Management first reported a position in Prospect Capital in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Prospect Capital position peaked at $502K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.