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WealthPLAN Partners’s Prospect Capital PSEC Stock Holding History

WealthPLAN Partners’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
2026
Q1 		– Sell
-15,430
Closed -$40K – 256
2025
Q4 		$40K Buy
+15,430
New +$41.2K 0.01% 271
2024
Q1 		– Sell
-10,330
Closed -$61.9K – 338
2023
Q4 		$61.9K Hold
10,330
– – 0.01% 315
2023
Q3 		$62.5K Buy
10,330
+2,000
+24% +$12.5K 0.01% 309
2023
Q2 		$51.6K Buy
8,330
+6,839
+459% +$44K 0.01% 502
2023
Q1 		$10.4K Buy
+1,491
New +$10.8K ﹤0.01% 851
2021
Q3 		– Sell
-19,715
Closed -$162K – 390
2021
Q2 		$162K Sell
19,715
-300
-1% -$2.51K 0.01% 349
2021
Q1 		$162K Sell
20,015
-2,866
-13% -$19.8K 0.01% 325
2020
Q4 		$151K Sell
22,881
-1,250
-5% -$6.58K 0.01% 321
2020
Q3 		$123K Sell
24,131
-1,400
-5% -$7.04K 0.01% 303
2020
Q2 		$130K Sell
25,531
-100
-0.4% -$468 0.01% 296
2020
Q1 		$114K Sell
25,631
-600
-2% -$3.54K 0.01% 242
2019
Q4 		$171K Sell
26,231
-2,638
-9% -$17.2K 0.02% 239
2019
Q3 		$187K Sell
28,869
-1,717
-6% -$11.3K 0.03% 227
2019
Q2 		$200K Sell
30,586
-8,270
-21% -$54.7K 0.03% 226
2019
Q1 		$263K Sell
38,856
-5,450
-12% -$36.3K 0.04% 217
2018
Q4 		$290K Sell
44,306
-5,495
-11% -$37.1K 0.05% 197
2018
Q3 		$337K Sell
49,801
-18,565
-27% -$131K 0.06% 176
2018
Q2 		$459K Sell
68,366
-16,595
-20% -$110K 0.09% 144
2018
Q1 		$556K Buy
+84,961
New +$567K 0.12% 132
2017
Q2 		– Sell
-812
Closed -$7.36K – 359
2017
Q1 		$7.36K Buy
+812
New +$7.28K 0.03% 305
2016
Q3 		$6.16K Sell
766
-2,720
-78% -$22.4K ﹤0.01% 675
2016
Q2 		$5.83K Buy
+3,486
New +$26.3K ﹤0.01% 1929

Other funds holding PSEC

Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthPLAN Partners's PSEC Position: Q1 2026 in Review

WealthPLAN Partners sold out of Prospect Capital (PSEC) in Q1 2026, closing a stake of 15,430 shares — an estimated $40K sold.

WealthPLAN Partners first reported a position in PSEC in Q2 2016 and held it in 22 quarters. The position peaked at $556K in Q1 2018. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

  • WealthPLAN Partners reported no remaining Prospect Capital position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 15,430 Prospect Capital shares in Q1 2026, an estimated $40K.
  • WealthPLAN Partners first reported a position in Prospect Capital in Q2 2016 and held it in 22 quarters.
  • WealthPLAN Partners's Prospect Capital position peaked at $556K in Q1 2018.
  • 218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.