Summit Global Investments’s Prospect Capital PSEC Stock Holding History

Summit Global Investments’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 Q3	$156K	Hold	75,000	–	–	0.01%	509
2026 Q2	$173K	Hold	75,000	–	–	0.01%	516
2026 Q1	$196K	Hold	75,000	–	–	0.01%	478
2025 Q4	$194K	Hold	75,000	–	–	0.01%	472
2025 Q3	$206K	Hold	75,000	–	–	0.01%	451
2025 Q2	$239K	Hold	75,000	–	–	0.01%	421
2025 Q1	$308K	Hold	75,000	–	–	0.02%	366
2024 Q4	$323K	Hold	75,000	–	–	0.02%	434
2024 Q3	$401K	Hold	75,000	–	–	0.03%	395
2024 Q2	$415K	Hold	75,000	–	–	0.03%	375
2024 Q1	$414K	Sell	75,000 -22	-0%	-$127	0.03%	362
2023 Q4	$449K	Hold	75,022	–	–	0.03%	347
2023 Q3	$454K	Hold	75,022	–	–	0.03%	353
2023 Q2	$465K	Hold	75,022	–	–	0.03%	345
2023 Q1	$522K	Buy	75,022 +22	+0%	+$160	0.04%	337
2022 Q4	$524K	Hold	75,000	–	–	0.04%	303
2022 Q3	$465K	Sell	75,000 -22	-0%	-$164	0.04%	325
2022 Q2	$524K	Buy	75,022 +22	+0%	+$169	0.05%	305
2022 Q1	$621K	Hold	75,000	–	–	0.05%	298
2021 Q4	$631K	Hold	75,000	–	–	0.04%	312
2021 Q3	$578K	Hold	75,000	–	–	0.04%	279
2021 Q2	$629K	Hold	75,000	–	–	0.04%	308
2021 Q1	$575K	Buy	+75,000	New	+$518K	0.04%	312

Other funds holding PSEC

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GJL

Gendell Jeffrey L $9.6B AUM 75.6% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Summit Global Investments's PSEC Position: Q3 2026 in Review

Summit Global Investments held its Prospect Capital (PSEC) position steady in Q3 2026 at 75,000 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #509.

Summit Global Investments first reported a position in PSEC in Q1 2021 and has held it in 23 quarters since. The position peaked at $631K in Q4 2021. 182 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Summit Global Investments held 75,000 shares of Prospect Capital worth $156K as of Q3 2026.
Summit Global Investments left its Prospect Capital share count unchanged in Q3 2026.
Prospect Capital made up 0.01% of Summit Global Investments's portfolio in Q3 2026, its #509 holding.
Summit Global Investments first reported a position in Prospect Capital in Q1 2021 and has held it in 23 quarters since.
Summit Global Investments's Prospect Capital position peaked at $631K in Q4 2021.
182 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.