West Financial Advisors, LLC
Position in PNNT — Pennantpark Investment Corp
CIK 1843684
DES MOINES, IA
Position in PNNT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,401
-$363 QoQ
Shares Held
404
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 103 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNNT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026West Financial Advisors, LLC holds $277,991 across 9 Asset Management names. PNNT ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
1,511 | $162,855 | |
| 2 | TROW |
Price T Rowe Group Inc
|
736 | $83,675 | |
| 3 | BX |
Blackstone Inc.
|
176 | $20,709 | |
| 4 | APO |
Apollo Global Management, Inc.
|
46 | $5,442 | |
| 5 | PNNT |
Pennantpark Investment Corp
This page
|
404 | $1,401 | |
| 6 | SAR |
Saratoga Investment Corp.
|
57 | $1,271 | |
| 7 | BEN |
Franklin Resources Inc
|
31 | $1,031 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
57 | $898 |
All Filings in PNNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,401 | 404 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,764 | 393 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,240 | 376 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,462 | 367 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,394 | 350 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,376 | 338 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,315 | 327 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,208 | 316 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,310 | 306 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,064 | 300 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||