Summit Securities Group
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Summit Securities Group’s Prospect Capital PSEC Stock Holding History

Summit Securities Group’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 		$47.4K Buy
+22,800
New +$50.7K ﹤0.01% 582
2017
Q3 		– Sell
-17,500
Closed -$142K – 282
2017
Q2 		$142K Buy
+17,500
New +$150K 0.03% 219
2016
Q1 		– Sell
-12,500
Closed -$87K – 292
2015
Q4 		$87K Buy
+12,500
New +$90.7K 0.03% 216
2015
Q3 		– Sell
-2,000
Closed -$15K – 484
2015
Q2 		$15K Sell
2,000
-12,000
-86% -$96.4K 0.01% 340
2015
Q1 		$118K Buy
14,000
+11,700
+509% +$100K 0.09% 116
2014
Q4 		$19K Sell
2,300
-33,400
-94% -$308K 0.01% 405
2014
Q3 		$353K Buy
+35,700
New +$377K 0.1% 141
2014
Q2 		– Sell
-29,400
Closed -$318K – 640
2014
Q1 		$318K Buy
+29,400
New +$325K 0.19% 66
2013
Q4 		– Sell
-22,800
Closed -$255K – 579
2013
Q3 		$255K Buy
22,800
+14,800
+185% +$164K 0.09% 102
2013
Q2 		$86K Buy
+8,000
New +$85.7K 0.04% 143

Other funds holding PSEC

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Summit Securities Group's PSEC Position: Q3 2026 in Review

Summit Securities Group opened a new position in Prospect Capital (PSEC) in Q3 2026: 22,800 shares worth $47.4K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in PSEC as recently as Q2 2017.

Summit Securities Group first reported a position in PSEC in Q2 2013 and has held it in 10 quarters since. The position peaked at $353K in Q3 2014. 137 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

  • Summit Securities Group held 22,800 shares of Prospect Capital worth $47.4K as of Q3 2026.
  • Prospect Capital was a new Summit Securities Group position in Q3 2026.
  • Prospect Capital made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #582 holding.
  • Summit Securities Group first reported a position in Prospect Capital in Q2 2013 and has held it in 10 quarters since.
  • Summit Securities Group's Prospect Capital position peaked at $353K in Q3 2014.
  • 137 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.