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Sunesis Advisors’s Palmer Square Capital BDC PSBD Stock Holding History

Sunesis Advisors’s Portfolio PSBD Stock Details PSBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.12M Hold
298,959
– – 1.29% 13
2026
Q1 		$2.92M Hold
298,959
– – 1.32% 13
2025
Q4 		$3.64M Hold
298,959
– – 1.65% 12
2025
Q3 		$3.67M Buy
+298,959
New +$4.12M 1.71% 10
2025
Q1 		$6.29M Buy
+472,034
New +$7.21M 3.41% 8

Other funds holding PSBD

AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Sunesis Advisors's PSBD Position: Q2 2026 in Review

Sunesis Advisors held its Palmer Square Capital BDC (PSBD) position steady in Q2 2026 at 298,959 shares worth $3.12M. The position accounts for 1.29% of the portfolio, ranked #13.

Sunesis Advisors first reported a position in PSBD in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.29M in Q1 2025. 7 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Sunesis Advisors held 298,959 shares of Palmer Square Capital BDC worth $3.12M as of Q2 2026.
  • Sunesis Advisors left its Palmer Square Capital BDC share count unchanged in Q2 2026.
  • Palmer Square Capital BDC made up 1.29% of Sunesis Advisors's portfolio in Q2 2026, its #13 holding.
  • Sunesis Advisors first reported a position in Palmer Square Capital BDC in Q1 2025 and has held it in 5 quarters since.
  • Sunesis Advisors's Palmer Square Capital BDC position peaked at $6.29M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.