UMB Private Wealth Management’s Palmer Square Capital BDC PSBD Stock Holding History

UMB Private Wealth Management’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 Q3	$638K	Buy	+64,522	New	+$656K	0.62%	28

Other funds holding PSBD

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $65.4M AUM 3% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UMB Private Wealth Management's PSBD Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in Palmer Square Capital BDC (PSBD) in Q3 2026: 64,522 shares worth $638K. The stake represents 0.62% of the portfolio and ranks #28 among its holdings.

22 funds tracked by Wall St. Rank hold PSBD as of Q3 2026.

UMB Private Wealth Management held 64,522 shares of Palmer Square Capital BDC worth $638K as of Q3 2026.
Palmer Square Capital BDC was a new UMB Private Wealth Management position in Q3 2026.
Palmer Square Capital BDC made up 0.62% of UMB Private Wealth Management's portfolio in Q3 2026, its #28 holding.
22 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.