UBS Group’s Palmer Square Capital BDC PSBD Stock Holding History

UBS Group’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	$272K	Buy	26,060 +20,723	+388%	+$221K	﹤0.01%	6609
2026 Q1	$52.1K	Buy	5,337 +2,154	+68%	+$24.2K	﹤0.01%	7348
2025 Q4	$38.8K	Sell	3,183 -21,002	-87%	-$257K	﹤0.01%	7358
2025 Q3	$297K	Sell	24,185 -23,732	-50%	-$327K	﹤0.01%	6440
2025 Q2	$669K	Buy	47,917 +17,159	+56%	+$232K	﹤0.01%	5774
2025 Q1	$410K	Sell	30,758 -7,390	-19%	-$113K	﹤0.01%	6011
2024 Q4	$580K	Buy	38,148 +16,398	+75%	+$261K	﹤0.01%	5739
2024 Q3	$355K	Sell	21,750 -5,092	-19%	-$83K	﹤0.01%	5464
2024 Q2	$434K	Buy	26,842 +16,543	+161%	+$272K	﹤0.01%	5112
2024 Q1	$168K	Buy	+10,299	New	+$168K	﹤0.01%	5966

Other funds holding PSBD

OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group's PSBD Position: Q2 2026 in Review

UBS Group increased its Palmer Square Capital BDC (PSBD) stake by 388% in Q2 2026, buying an estimated $221K and bringing the position to 26,060 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #6609.

UBS Group first reported a position in PSBD in Q1 2024 and has held it in 10 quarters since. The position peaked at $669K in Q2 2025. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

UBS Group held 26,060 shares of Palmer Square Capital BDC worth $272K as of Q2 2026.
UBS Group bought 20,723 Palmer Square Capital BDC shares in Q2 2026, an estimated $221K.
Palmer Square Capital BDC made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6609 holding.
UBS Group first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 10 quarters since.
UBS Group's Palmer Square Capital BDC position peaked at $669K in Q2 2025.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.