XF
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XML Financial’s Prospect Capital PSEC Stock Holding History

XML Financial’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 		$120K Hold
52,149
– – 0.01% 444
2026
Q1 		$136K Sell
52,149
-34,966
-40% -$95.8K 0.01% 411
2025
Q4 		$226K Sell
87,115
-561,109
-87% -$1.5M 0.02% 391
2025
Q3 		$1.78M Buy
648,224
+3,620
+0.6% +$10.8K 0.15% 134
2025
Q2 		$2.05M Sell
644,604
-253,904
-28% -$882K 0.18% 117
2025
Q1 		$3.68M Sell
898,508
-47,498
-5% -$204K 0.34% 79
2024
Q4 		$4.08M Sell
946,006
-1,098,442
-54% -$5.27M 0.37% 75
2024
Q3 		$10.9M Buy
2,044,448
+153,180
+8% +$813K 1.02% 23
2024
Q2 		$10.5M Buy
1,891,268
+178,330
+10% +$979K 1.05% 20
2024
Q1 		$9.46M Buy
1,712,938
+386,266
+29% +$2.22M 0.97% 25
2023
Q4 		$7.95M Sell
1,326,672
-57,723
-4% -$332K 0.84% 32
2023
Q3 		$8.38M Buy
1,384,395
+59,551
+4% +$371K 1% 26
2023
Q2 		$8.2M Buy
1,324,844
+38,729
+3% +$249K 0.95% 29
2023
Q1 		$9.06M Buy
1,286,115
+352,121
+38% +$2.56M 1.1% 23
2022
Q4 		$6.53M Buy
933,994
+582,653
+166% +$4.19M 0.82% 40
2022
Q3 		$2.18M Buy
351,341
+124,085
+55% +$927K 0.3% 89
2022
Q2 		$1.59M Buy
227,256
+2,148
+1% +$16.5K 0.36% 58
2022
Q1 		$1.86M Buy
225,108
+3,780
+2% +$31.5K 0.22% 105
2021
Q4 		$1.86M Buy
221,328
+849
+0.4% +$7.15K 0.22% 110
2021
Q3 		$1.7M Buy
220,479
+4,435
+2% +$35.7K 0.23% 107
2021
Q2 		$1.81M Buy
216,044
+3,047
+1% +$25.5K 0.4% 56
2021
Q1 		$1.63M Buy
212,997
+3,918
+2% +$27.1K 0.4% 58
2020
Q4 		$1.13M Buy
209,079
+6,377
+3% +$33.6K 0.29% 74
2020
Q3 		$1.02M Buy
202,702
+73,356
+57% +$369K 0.32% 73
2020
Q2 		$661K Buy
129,346
+117,313
+975% +$549K 0.23% 86
2020
Q1 		$51K Buy
+12,033
New +$71.1K 0.02% 170

Other funds holding PSEC

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

XML Financial's PSEC Position: Q2 2026 in Review

XML Financial held its Prospect Capital (PSEC) position steady in Q2 2026 at 52,149 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #444.

XML Financial first reported a position in PSEC in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.9M in Q3 2024. 205 funds tracked by Wall St. Rank hold PSEC as of Q2 2026.

  • XML Financial held 52,149 shares of Prospect Capital worth $120K as of Q2 2026.
  • XML Financial left its Prospect Capital share count unchanged in Q2 2026.
  • Prospect Capital made up 0.01% of XML Financial's portfolio in Q2 2026, its #444 holding.
  • XML Financial first reported a position in Prospect Capital in Q1 2020 and has held it in 26 quarters since.
  • XML Financial's Prospect Capital position peaked at $10.9M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.