Waterfront Wealth
PSBD icon

Waterfront Wealth’s Palmer Square Capital BDC PSBD Stock Holding History

Waterfront Wealth’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 		$414K Buy
43,261
+107
+0.2% +$1.09K 0.07% 234
2026
Q2 		$447K Buy
43,154
+841
+2% +$8.98K 0.07% 222
2026
Q1 		$413K Buy
+42,313
New +$475K 0.08% 222

Other funds holding PSBD

AP
Arlington Partners Birmingham, Alabama $65.4M AUM 3% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Thor Investment Management
Thor Investment Management Cincinnati, Ohio $177M AUM 25.05% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
UPWM
UMB Private Wealth Management Kansas City, Missouri $103M AUM
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Waterfront Wealth's PSBD Position: Q3 2026 in Review

Waterfront Wealth increased its Palmer Square Capital BDC (PSBD) stake by 0.25% in Q3 2026, buying an estimated $1.09K and bringing the position to 43,261 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #234.

Waterfront Wealth first reported a position in PSBD in Q1 2026 and has held it in 3 quarters since. The position peaked at $447K in Q2 2026. 18 funds tracked by Wall St. Rank hold PSBD as of Q3 2026.

  • Waterfront Wealth held 43,261 shares of Palmer Square Capital BDC worth $414K as of Q3 2026.
  • Waterfront Wealth bought 107 Palmer Square Capital BDC shares in Q3 2026, an estimated $1.09K.
  • Palmer Square Capital BDC made up 0.07% of Waterfront Wealth's portfolio in Q3 2026, its #234 holding.
  • Waterfront Wealth first reported a position in Palmer Square Capital BDC in Q1 2026 and has held it in 3 quarters since.
  • Waterfront Wealth's Palmer Square Capital BDC position peaked at $447K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.