Steward Partners Investment Advisory’s Prospect Capital PSEC Stock Holding History

Steward Partners Investment Advisory’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	$6.67K	Buy	2,886 +125	+5%	+$308	﹤0.01%	3867
2026 Q1	$7.21K	Sell	2,761 -1,597	-37%	-$4.38K	﹤0.01%	3673
2025 Q4	$11.3K	Sell	4,358 -2,656	-38%	-$7.09K	﹤0.01%	3399
2025 Q3	$19.3K	Buy	7,014 +12	+0.2%	+$36	﹤0.01%	3107
2025 Q2	$22.3K	Buy	7,002 +2	+0%	+$7	﹤0.01%	2873
2025 Q1	$28.7K	Sell	7,000 -36	-0.5%	-$155	﹤0.01%	2652
2024 Q4	$30.3K	Hold	7,036	–	–	﹤0.01%	2582
2024 Q3	$37.6K	Sell	7,036 -5,580	-44%	-$29.6K	﹤0.01%	2375
2024 Q2	$69.8K	Sell	12,616 -8,241	-40%	-$45.3K	﹤0.01%	1938
2024 Q1	$115K	Buy	20,857 +1,282	+7%	+$7.38K	﹤0.01%	1695
2023 Q4	$117K	Hold	19,575	–	–	﹤0.01%	1610
2023 Q3	$118K	Hold	19,575	–	–	﹤0.01%	1498
2023 Q2	$121K	Buy	19,575 +5,021	+34%	+$32.3K	﹤0.01%	1495
2023 Q1	$101K	Buy	14,554 +50	+0.3%	+$363	﹤0.01%	1586
2022 Q4	$101K	Hold	14,504	–	–	﹤0.01%	1544
2022 Q3	$90K	Hold	14,504	–	–	﹤0.01%	1540
2022 Q2	$101K	Buy	14,504 +1,424	+11%	+$10.9K	﹤0.01%	1484
2022 Q1	$108K	Sell	13,080 -29	-0.2%	-$241	﹤0.01%	1576
2021 Q4	$110K	Buy	13,109 +29	+0.2%	+$244	﹤0.01%	1560
2021 Q3	$101K	Buy	13,080 +290	+2%	+$2.34K	﹤0.01%	1543
2021 Q2	$107K	Sell	12,790 -1,876	-13%	-$15.7K	﹤0.01%	2155
2021 Q1	$112K	Buy	14,666 +2,968	+25%	+$20.5K	﹤0.01%	1560
2020 Q4	$63K	Sell	11,698 -3,589	-23%	-$18.9K	﹤0.01%	1554
2020 Q3	$77K	Buy	15,287 +4,411	+41%	+$22.2K	﹤0.01%	1320
2020 Q2	$56K	Buy	10,876 +430	+4%	+$2.01K	﹤0.01%	1365
2020 Q1	$44K	Buy	10,446 +309	+3%	+$1.82K	﹤0.01%	1315
2019 Q4	$65K	Buy	10,137 +273	+3%	+$1.78K	﹤0.01%	1293
2019 Q3	$65K	Buy	9,864 +176	+2%	+$1.16K	﹤0.01%	1252
2019 Q2	$63K	Buy	+9,688	New	+$64.1K	﹤0.01%	1253
2018 Q3	–	Sell	-115	Closed	-$1K	–	2677
2018 Q2	$1K	Buy	+115	New	+$764	﹤0.01%	2377
2018 Q1	–	Sell	-5,500	Closed	-$37K	–	2300
2017 Q4	$37K	Buy	+5,500	New	+$35.9K	﹤0.01%	934

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Steward Partners Investment Advisory's PSEC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Prospect Capital (PSEC) stake by 4.5% in Q2 2026, buying an estimated $308 and bringing the position to 2,886 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3867.

Steward Partners Investment Advisory first reported a position in PSEC in Q4 2017 and has held it in 31 quarters since. The position peaked at $121K in Q2 2023. 204 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

Steward Partners Investment Advisory held 2,886 shares of Prospect Capital worth $6.67K as of Q2 2026.
Steward Partners Investment Advisory bought 125 Prospect Capital shares in Q2 2026, an estimated $308.
Prospect Capital made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3867 holding.
Steward Partners Investment Advisory first reported a position in Prospect Capital in Q4 2017 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Prospect Capital position peaked at $121K in Q2 2023.
204 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.