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Strategic Financial Concepts’s Prospect Capital PSEC Stock Holding History

Strategic Financial Concepts’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
2025
Q1 		– Sell
-11,400
Closed -$49.1K – 352
2024
Q4 		$49.1K Sell
11,400
-9,799
-46% -$47K 0.01% 330
2024
Q3 		$113K Sell
21,199
-77,260
-78% -$410K 0.04% 240
2024
Q2 		$18.1K Buy
98,459
+80,360
+444% +$441K 0.01% 348
2024
Q1 		$99.9K Buy
+18,099
New +$104K 0.02% 304
2023
Q4 		– Sell
-21,133
Closed -$128K – 228
2023
Q3 		$128K Hold
21,133
– – 0.04% 254
2023
Q2 		$131K Hold
21,133
– – 0.05% 244
2023
Q1 		$147K Buy
+21,133
New +$153K 0.06% 230

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Financial Concepts's PSEC Position: Q1 2025 in Review

Strategic Financial Concepts sold out of Prospect Capital (PSEC) in Q1 2025, closing a stake of 11,400 shares — an estimated $49.1K sold.

Strategic Financial Concepts first reported a position in PSEC in Q1 2023 and held it in 7 quarters. The position peaked at $147K in Q1 2023. 224 funds tracked by Wall St. Rank hold PSEC as of Q1 2025.

  • Strategic Financial Concepts reported no remaining Prospect Capital position as of Q1 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 11,400 Prospect Capital shares in Q1 2025, an estimated $49.1K.
  • Strategic Financial Concepts first reported a position in Prospect Capital in Q1 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's Prospect Capital position peaked at $147K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2025.

Based on Strategic Financial Concepts's 13F filing for Q1 2025, filed 28 Apr 2025.