YLHM
PFLT icon

Yelin Lapidot Holdings Management’s PennantPark Floating Rate Capital PFLT Stock Holding History

Yelin Lapidot Holdings Management’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$598K Hold
74,427
– – 0.12% 67
2025
Q4 		$690K Hold
74,427
– – 0.14% 65
2025
Q3 		$662K Buy
74,427
+54,927
+282% +$563K 0.14% 64
2025
Q2 		$201K Hold
19,500
– – 0.04% 92
2025
Q1 		$218K Hold
19,500
– – 0.04% 90
2024
Q4 		$213K Hold
19,500
– – 0.04% 92
2024
Q3 		$226K Hold
19,500
– – 0.04% 84
2024
Q2 		$225K Hold
19,500
– – 0.04% 79
2024
Q1 		$222K Hold
19,500
– – 0.05% 80
2023
Q4 		$236K Hold
19,500
– – 0.06% 76
2023
Q3 		$208K Buy
+19,500
New +$210K 0.05% 77

Other funds holding PFLT

SIS
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.43B AUM 44.68% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return