Position in PSEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,124,178
-$359,398 QoQ
Shares Held
919,558
-3.4% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 205 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. PSEC ranks #254 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in PSEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,124,178 | 919,558 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,483,576 | 951,562 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,126,770 | 821,147 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,427,232 | 882,630 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,718,636 | 854,917 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,107,650 | 1,001,866 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,261,111 | 988,657 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,375,680 | 1,004,800 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,900,078 | 1,066,922 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,956,808 | 1,079,132 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,261,089 | 1,045,257 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,442,126 | 899,525 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,333,953 | 860,315 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,651,191 | 955,631 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,771,181 | 825,634 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,936,477 | 796,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,172,551 | 739,993 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,936,693 | 716,992 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,459,755 | 649,198 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,439,535 | 576,563 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,326,689 | 515,696 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,170,317 | 543,718 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,154,635 | 398,269 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,120,180 | 421,507 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,229,641 | 436,329 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,472,420 | 581,746 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||