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TCFG Wealth Management’s Prospect Capital PSEC Stock Holding History

TCFG Wealth Management’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
Q1 		$725K Buy
277,914
+2,581
+0.9% +$7.07K 0.27% 90
2025
Q4 		$713K Buy
275,333
+3,130
+1% +$8.36K 0.28% 95
2025
Q3 		$749K Sell
272,203
-4,869
-2% -$14.6K 0.29% 88
2025
Q2 		$881K Buy
277,072
+2,415
+0.9% +$8.39K 0.4% 69
2025
Q1 		$1.13M Buy
274,657
+5,077
+2% +$21.8K 0.57% 41
2024
Q4 		$1.16M Buy
269,580
+4,396
+2% +$21.1K 0.58% 39
2024
Q3 		$1.42M Buy
+265,184
New +$1.41M 0.71% 31

Other funds holding PSEC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCFG Wealth Management's PSEC Position: Q1 2026 in Review

TCFG Wealth Management increased its Prospect Capital (PSEC) stake by 0.94% in Q1 2026, buying an estimated $7.07K and bringing the position to 277,914 shares worth $725K. The position accounts for 0.27% of the portfolio, ranked #90.

TCFG Wealth Management first reported a position in PSEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2024. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

  • TCFG Wealth Management held 277,914 shares of Prospect Capital worth $725K as of Q1 2026.
  • TCFG Wealth Management bought 2,581 Prospect Capital shares in Q1 2026, an estimated $7.07K.
  • Prospect Capital made up 0.27% of TCFG Wealth Management's portfolio in Q1 2026, its #90 holding.
  • TCFG Wealth Management first reported a position in Prospect Capital in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Prospect Capital position peaked at $1.42M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.