BEACON INVESTMENT ADVISORS LLC
Position in PFLT — PennantPark Floating Rate Capital Ltd.
CIK 1961635
Gaithersburg, MD
Position in PFLT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$171,621
-$22,270 QoQ
Shares Held
21,346
+2.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PFLT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BEACON INVESTMENT ADVISORS LLC holds $4,628,598 across 4 Asset Management names. PFLT ranks #4 (3.7% of the industry book) .
All Filings in PFLT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,621 | 21,346 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $193,891 | 20,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $162,820 | 18,315 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $205,422 | 19,886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $219,547 | 19,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $211,801 | 19,378 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $221,044 | 19,105 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $169,061 | 14,650 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $162,108 | 14,245 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $152,726 | 12,622 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $133,122 | 12,488 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $129,237 | 12,135 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $127,468 | 12,014 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||