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Sunrise Financial Services’s Prospect Capital PSEC Stock Holding History

Sunrise Financial Services’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
Q2 		$1.37K Hold
595
– – ﹤0.01% 455
2026
Q1 		$1.55K Sell
595
-405
-41% -$1.11K ﹤0.01% 439
2025
Q4 		$2.59K Buy
+1,000
New +$2.67K ﹤0.01% 324

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Sunrise Financial Services's PSEC Position: Q2 2026 in Review

Sunrise Financial Services held its Prospect Capital (PSEC) position steady in Q2 2026 at 595 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Sunrise Financial Services first reported a position in PSEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.59K in Q4 2025. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • Sunrise Financial Services held 595 shares of Prospect Capital worth $1.37K as of Q2 2026.
  • Sunrise Financial Services left its Prospect Capital share count unchanged in Q2 2026.
  • Prospect Capital made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #455 holding.
  • Sunrise Financial Services first reported a position in Prospect Capital in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Prospect Capital position peaked at $2.59K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.