West Financial Advisors’s Pennant Park Investment Corp PNNT Stock Holding History

West Financial Advisors’s Portfolio PNNT Stock Details PNNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4K	Buy	404 +11	+3%	+$46	﹤0.01%	180
2026 Q1	$1.76K	Buy	393 +17	+5%	+$90	﹤0.01%	163
2025 Q4	$2.24K	Buy	376 +9	+2%	+$56	﹤0.01%	197
2025 Q3	$2.46K	Buy	367 +17	+5%	+$121	﹤0.01%	163
2025 Q2	$2.4K	Buy	350 +12	+4%	+$79	﹤0.01%	179
2025 Q1	$2.38K	Buy	338 +11	+3%	+$78	﹤0.01%	176
2024 Q4	$2.32K	Buy	327 +11	+3%	+$76	﹤0.01%	176
2024 Q3	$2.21K	Buy	316 +10	+3%	+$71	﹤0.01%	167
2024 Q2	$2.31K	Buy	306 +6	+2%	+$44	﹤0.01%	139
2024 Q1	$2.06K	Buy	+300	New	+$2.06K	﹤0.01%	135

Other funds holding PNNT

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

West Financial Advisors's PNNT Position: Q2 2026 in Review

West Financial Advisors increased its Pennant Park Investment Corp (PNNT) stake by 2.8% in Q2 2026, buying an estimated $46 and bringing the position to 404 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

West Financial Advisors first reported a position in PNNT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.46K in Q3 2025. 103 funds tracked by Wall St. Rank hold PNNT as of Q2 2026.

West Financial Advisors held 404 shares of Pennant Park Investment Corp worth $1.4K as of Q2 2026.
West Financial Advisors bought 11 Pennant Park Investment Corp shares in Q2 2026, an estimated $46.
Pennant Park Investment Corp made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #180 holding.
West Financial Advisors first reported a position in Pennant Park Investment Corp in Q1 2024 and has held it in 10 quarters since.
West Financial Advisors's Pennant Park Investment Corp position peaked at $2.46K in Q3 2025.
103 funds tracked by Wall St. Rank held Pennant Park Investment Corp as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.