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Waverly Advisors’s Palmer Square Capital BDC PSBD Stock Holding History

Waverly Advisors’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
Q1 		$124K Buy
12,688
+5
+0% +$56 ﹤0.01% 1521
2025
Q4 		$155K Buy
+12,683
New +$155K ﹤0.01% 1404

Other funds holding PSBD

OM
OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Waverly Advisors's PSBD Position: Q1 2026 in Review

Waverly Advisors increased its Palmer Square Capital BDC (PSBD) stake by 0.04% in Q1 2026, buying an estimated $56 and bringing the position to 12,688 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Waverly Advisors first reported a position in PSBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $155K in Q4 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

  • Waverly Advisors held 12,688 shares of Palmer Square Capital BDC worth $124K as of Q1 2026.
  • Waverly Advisors bought 5 Palmer Square Capital BDC shares in Q1 2026, an estimated $56.
  • Palmer Square Capital BDC made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1521 holding.
  • Waverly Advisors first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Palmer Square Capital BDC position peaked at $155K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.