Position in PSBD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,659,280
+$459,437 QoQ
Shares Held
159,240
+29.7% QoQ
Ownership
0.520%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#12
of 42 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $13,845,378 across 12 Asset Management names. PSBD ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
634,271 | $7,877,645 | |
| 2 | PSBD |
Palmer Square Capital BDC Inc.
This page
|
159,240 | $1,659,280 | |
| 3 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
68,075 | $1,034,059 | |
| 4 | RIV |
Rivernorth Opportunities Fund, Inc.
|
68,882 | $803,164 | |
| 5 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
32,471 | $493,559 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
|
20,626 | $461,197 | |
| 7 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
71,035 | $436,865 | |
| 8 | APO |
Apollo Global Management, Inc.
|
2,373 | $280,749 |
All Filings in PSBD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,280 | 159,240 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,199,843 | 122,809 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $930,511 | 76,334 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||