Triumph Capital Management’s Prospect Capital PSEC Stock Holding History

Triumph Capital 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 Q3	$1.56K	Hold	750	–	–	﹤0.01%	1643
2026 Q2	$1.73K	Sell	750 -1	-0.1%	-$2	﹤0.01%	1590
2026 Q1	$1.99K	Hold	751	–	–	﹤0.01%	1536
2025 Q4	$1.94K	Buy	+751	New	+$2.01K	﹤0.01%	1474
2024 Q4	–	Sell	-18,368	Closed	-$99.4K	–	290
2024 Q3	$99.4K	Sell	18,368 -8,143	-31%	-$43.2K	0.04%	261
2024 Q2	$147K	Buy	26,511 +39	+0.1%	+$214	0.06%	235
2024 Q1	$145K	Sell	26,472 -55,937	-68%	-$322K	0.06%	218
2023 Q4	$494K	Buy	82,409 +5,118	+7%	+$29.5K	0.21%	99
2023 Q3	$472K	Buy	77,291 +2,438	+3%	+$15.2K	0.21%	106
2023 Q2	$464K	Buy	+74,853	New	+$481K	0.21%	103

Other funds holding PSEC

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Triumph Capital Management's PSEC Position: Q3 2026 in Review

Triumph Capital Management held its Prospect Capital (PSEC) position steady in Q3 2026 at 750 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Triumph Capital Management first reported a position in PSEC in Q2 2023 and has held it in 10 quarters since. The position peaked at $494K in Q4 2023. 78 funds tracked by Wall St. Rank hold PSEC as of Q3 2026.

Triumph Capital Management held 750 shares of Prospect Capital worth $1.56K as of Q3 2026.
Triumph Capital Management left its Prospect Capital share count unchanged in Q3 2026.
Prospect Capital made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1643 holding.
Triumph Capital Management first reported a position in Prospect Capital in Q2 2023 and has held it in 10 quarters since.
Triumph Capital Management's Prospect Capital position peaked at $494K in Q4 2023.
78 funds tracked by Wall St. Rank held Prospect Capital as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.