SWP
PNNT

Strategic Wealth Partners’s Pennant Park Investment Corp PNNT Stock Holding History

Strategic Wealth Partners’s Portfolio PNNT Stock Details PNNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6K Buy
+14,000
New +$58.1K ﹤0.01% 533
2026
Q1 		– Sell
-322
Closed -$1.92K – 1538
2025
Q4 		$1.92K Buy
+322
New +$2.01K ﹤0.01% 1207

Other funds holding PNNT

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Strategic Wealth Partners's PNNT Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Pennant Park Investment Corp (PNNT) in Q2 2026: 14,000 shares worth $48.6K. The stake represents ﹤0.01% of the portfolio and ranks #533 among its holdings. This is a return to the name: Strategic Wealth Partners previously reported a position in PNNT as recently as Q4 2025.

Strategic Wealth Partners first reported a position in PNNT in Q4 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold PNNT as of Q2 2026.

  • Strategic Wealth Partners held 14,000 shares of Pennant Park Investment Corp worth $48.6K as of Q2 2026.
  • Pennant Park Investment Corp was a new Strategic Wealth Partners position in Q2 2026.
  • Pennant Park Investment Corp made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #533 holding.
  • Strategic Wealth Partners first reported a position in Pennant Park Investment Corp in Q4 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Pennant Park Investment Corp as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.