Valley Wealth Managers’s Prospect Capital PSEC Stock Holding History

Valley Wealth Managers’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
2025 Q4	–	Sell	-3	Closed	-$8	–	371
2025 Q3	$8	Buy	+3	New	+$9	﹤0.01%	311

Other funds holding PSEC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Valley Wealth Managers's PSEC Position: Q4 2025 in Review

Valley Wealth Managers sold out of Prospect Capital (PSEC) in Q4 2025, closing a stake of 3 shares — an estimated $8 sold.

Valley Wealth Managers first reported a position in PSEC in Q3 2025 and held it in 1 quarter. The position peaked at $8 in Q3 2025. 223 funds tracked by Wall St. Rank hold PSEC as of Q4 2025.

Valley Wealth Managers reported no remaining Prospect Capital position as of Q4 2025 after selling out during the quarter.
Valley Wealth Managers sold 3 Prospect Capital shares in Q4 2025, an estimated $8.
Valley Wealth Managers first reported a position in Prospect Capital in Q3 2025 and held it in 1 quarter.
Valley Wealth Managers's Prospect Capital position peaked at $8 in Q3 2025.
223 funds tracked by Wall St. Rank held Prospect Capital as of Q4 2025.

Based on Valley Wealth Managers's 13F filing for Q4 2025, filed 4 Feb 2026.