West Financial Advisors’s Prospect Capital PSEC Stock Holding History

West Financial Advisors’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	-302	Closed	-$782	–	227
2025 Q4	$782	Buy	302 +15	+5%	+$40	﹤0.01%	222
2025 Q3	$790	Buy	287 +13	+5%	+$39	﹤0.01%	179
2025 Q2	$873	Sell	274 -245	-47%	-$851	﹤0.01%	196
2025 Q1	$2.13K	Buy	519 +263	+103%	+$1.13K	﹤0.01%	177
2024 Q4	$1.1K	Buy	+256	New	+$1.23K	﹤0.01%	183

Other funds holding PSEC

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 New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

West Financial Advisors's PSEC Position: Q1 2026 in Review

West Financial Advisors sold out of Prospect Capital (PSEC) in Q1 2026, closing a stake of 302 shares — an estimated $782 sold.

West Financial Advisors first reported a position in PSEC in Q4 2024 and held it in 5 quarters. The position peaked at $2.13K in Q1 2025. 218 funds tracked by Wall St. Rank hold PSEC as of Q1 2026.

West Financial Advisors reported no remaining Prospect Capital position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 302 Prospect Capital shares in Q1 2026, an estimated $782.
West Financial Advisors first reported a position in Prospect Capital in Q4 2024 and held it in 5 quarters.
West Financial Advisors's Prospect Capital position peaked at $2.13K in Q1 2025.
218 funds tracked by Wall St. Rank held Prospect Capital as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.