Wells Fargo’s Palmer Square Capital BDC PSBD Stock Holding History

Wells Fargo’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	$10	Buy	+1	New	+$11	﹤0.01%	7075
2026 Q1	–	Sell	-1	Closed	-$11	–	7079
2025 Q4	$6	Sell	1 -2,500	-100%	-$30.6K	﹤0.01%	6949
2025 Q3	$30.7K	Buy	2,501 +1	+0%	+$14	﹤0.01%	5693
2025 Q2	$34.9K	Sell	2,500 -7,500	-75%	-$101K	﹤0.01%	5628
2025 Q1	$133K	Buy	10,000 +2,499	+33%	+$38.2K	﹤0.01%	4941
2024 Q4	$114K	Buy	7,501 +5,482	+272%	+$87.3K	﹤0.01%	5127
2024 Q3	$32.9K	Buy	2,019 +1,969	+3,938%	+$32.1K	﹤0.01%	5498
2024 Q2	$808	Buy	+50	New	+$823	﹤0.01%	6112

Other funds holding PSBD

OV Management Minneapolis, Minnesota $53.5M AUM 5.46% 1-Year Est. Return

1248 Management Kansas City, Missouri $256M AUM 13.01% 1-Year Est. Return

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

Pandi LLC Leawood, Kansas $658M AUM 19.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo's PSBD Position: Q2 2026 in Review

Wells Fargo opened a new position in Palmer Square Capital BDC (PSBD) in Q2 2026: 1 share worth $10. The stake represents ﹤0.01% of the portfolio and ranks #7075 among its holdings. This is a return to the name: Wells Fargo previously reported a position in PSBD as recently as Q4 2025.

Wells Fargo first reported a position in PSBD in Q2 2024 and has held it in 8 quarters since. The position peaked at $133K in Q1 2025. 42 funds tracked by Wall St. Rank hold PSBD as of Q2 2026.

Wells Fargo held 1 share of Palmer Square Capital BDC worth $10 as of Q2 2026.
Palmer Square Capital BDC was a new Wells Fargo position in Q2 2026.
Palmer Square Capital BDC made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #7075 holding.
Wells Fargo first reported a position in Palmer Square Capital BDC in Q2 2024 and has held it in 8 quarters since.
Wells Fargo's Palmer Square Capital BDC position peaked at $133K in Q1 2025.
42 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.