Position in PSEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$84,742
-$10,700 QoQ
Shares Held
36,685
+0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#91
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, 2026Sigma Planning Corp holds $28,941,778 across 43 Asset Management names. PSEC ranks #41 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
171,155 | $3,171,502 | |
| 2 | TROW |
Price T Rowe Group Inc
|
22,229 | $2,527,215 | |
| 3 | BEN |
Franklin Resources Inc
|
63,766 | $2,121,494 | |
| 4 | MSIF |
Msc Income Fund, Inc.
|
182,577 | $2,112,415 | |
| 5 | BX |
Blackstone Inc.
|
14,626 | $1,721,041 | |
| 6 | UTG |
Reaves Utility Income Fund
|
37,286 | $1,518,285 | |
| 7 | MAIN |
Main Street Capital CORP
|
27,001 | $1,400,811 | |
| 8 | FSK |
FS KKR Capital Corp
|
124,538 | $1,307,649 |
All Filings in PSEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,742 | 36,685 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $95,442 | 36,568 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $98,225 | 37,925 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $107,340 | 39,033 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $131,900 | 41,478 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $179,354 | 43,745 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $298,200 | 69,188 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $377,346 | 70,532 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $424,123 | 76,695 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $417,814 | 75,691 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $318,937 | 53,245 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $561,675 | 92,839 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $532,164 | 85,833 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $766,553 | 110,137 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $755,814 | 108,128 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $653,232 | 105,360 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $738,933 | 105,713 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $894,256 | 108,002 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $883,083 | 105,004 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $863,077 | 112,088 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $934,813 | 111,420 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $792,218 | 103,288 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $483,453 | 89,363 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $469,817 | 93,403 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $566,014 | 110,766 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $431,893 | 101,622 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||