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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
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 $55.4M AUM 8% 1-Year Est. Return
SA
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
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Waterfront Wealth's PSBD Position: Q2 2026 in Review

Waterfront Wealth increased its Palmer Square Capital BDC (PSBD) stake by 2% in Q2 2026, buying an estimated $8.98K and bringing the position to 43,154 shares worth $447K. The position accounts for 0.07% of the portfolio, ranked #222.

Waterfront Wealth first reported a position in PSBD in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Waterfront Wealth held 43,154 shares of Palmer Square Capital BDC worth $447K as of Q2 2026.
  • Waterfront Wealth bought 841 Palmer Square Capital BDC shares in Q2 2026, an estimated $8.98K.
  • Palmer Square Capital BDC made up 0.07% of Waterfront Wealth's portfolio in Q2 2026, its #222 holding.
  • Waterfront Wealth first reported a position in Palmer Square Capital BDC in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.