Position in PSEC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$523,017
+$661 QoQ
Shares Held
200,390
-0.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $65,142,519 across 91 Asset Management names. PSEC ranks #30 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,532 | $10,128,729 | |
| 2 | BX |
Blackstone Inc.
|
66,525 | $7,649,709 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
112,155 | $4,538,912 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
57,687 | $2,752,823 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
64,058 | $2,270,215 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3,974 | $1,766,045 | |
| 7 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
123,653 | $1,765,764 | |
| 8 | ARCC |
Ares Capital Corp
|
89,015 | $1,604,050 |
All Filings in PSEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $523,017 | 200,390 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $522,356 | 201,682 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $568,969 | 206,898 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $650,030 | 204,412 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $812,095 | 198,072 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $901,889 | 209,255 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,109,129 | 207,314 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,341,777 | 242,636 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,333,637 | 241,601 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,391,039 | 232,227 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,457,481 | 240,906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,423,067 | 229,527 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,543,317 | 221,741 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,559,811 | 223,149 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,343,881 | 216,755 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,557,868 | 222,871 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,844,593 | 222,777 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $1,815,466 | 215,870 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,627,687 | 211,388 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,741,638 | 207,585 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,555,360 | 202,785 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,076,232 | 198,934 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,005,019 | 199,805 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||