West Branch Capital’s Prospect Capital PSEC Stock Holding History

West Branch Capital’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 Q2	$3.78K	Buy	1,638 +561	+52%	+$1.38K	﹤0.01%	283
2026 Q1	$2.81K	Buy	1,077 +519	+93%	+$1.42K	﹤0.01%	298
2025 Q4	$1.45K	Buy	558 +19	+4%	+$51	﹤0.01%	346
2025 Q3	$1.48K	Buy	539 +25	+5%	+$75	﹤0.01%	363
2025 Q2	$1.64K	Buy	514 +14	+3%	+$49	﹤0.01%	379
2025 Q1	$2.05K	Hold	500	–	–	﹤0.01%	396
2024 Q4	$2.15K	Sell	500 -1,518	-75%	-$7.28K	﹤0.01%	382
2024 Q3	$10.8K	Hold	2,018	–	–	﹤0.01%	261
2024 Q2	$11.2K	Hold	2,018	–	–	﹤0.01%	265
2024 Q1	$11.1K	Hold	2,018	–	–	﹤0.01%	267
2023 Q4	$12.1K	Hold	2,018	–	–	0.01%	265
2023 Q3	$12.2K	Hold	2,018	–	–	0.01%	264
2023 Q2	$12.5K	Hold	2,018	–	–	0.01%	265
2023 Q1	$14K	Hold	2,018	–	–	0.01%	259
2022 Q4	$14.1K	Hold	2,018	–	–	0.01%	256
2022 Q3	$13K	Hold	2,018	–	–	0.01%	260
2022 Q2	$14K	Hold	2,018	–	–	0.01%	253
2022 Q1	$17K	Hold	2,018	–	–	0.01%	258
2021 Q4	$17K	Hold	2,018	–	–	0.01%	277
2021 Q3	$16K	Hold	2,018	–	–	0.01%	265
2021 Q2	$17K	Buy	+2,018	New	+$16.9K	0.01%	266

Other funds holding PSEC

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

West Branch Capital's PSEC Position: Q2 2026 in Review

West Branch Capital increased its Prospect Capital (PSEC) stake by 52% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,638 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

West Branch Capital first reported a position in PSEC in Q2 2021 and has held it in 21 quarters since. The position peaked at $17K in Q1 2022. 77 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

West Branch Capital held 1,638 shares of Prospect Capital worth $3.78K as of Q2 2026.
West Branch Capital bought 561 Prospect Capital shares in Q2 2026, an estimated $1.38K.
Prospect Capital made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #283 holding.
West Branch Capital first reported a position in Prospect Capital in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Prospect Capital position peaked at $17K in Q1 2022.
77 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.