WA
PSBD icon

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
Q2 		$132K Hold
12,688
– – ﹤0.01% 1659
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 $53.5M AUM 5.46% 1-Year Est. Return
1M
1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
PL
Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 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

Waverly Advisors's PSBD Position: Q2 2026 in Review

Waverly Advisors held its Palmer Square Capital BDC (PSBD) position steady in Q2 2026 at 12,688 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Waverly Advisors first reported a position in PSBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

  • Waverly Advisors held 12,688 shares of Palmer Square Capital BDC worth $132K as of Q2 2026.
  • Waverly Advisors left its Palmer Square Capital BDC share count unchanged in Q2 2026.
  • Palmer Square Capital BDC made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1659 holding.
  • Waverly Advisors first reported a position in Palmer Square Capital BDC in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Palmer Square Capital BDC position peaked at $155K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.