Position in PSEC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$164,664
-$65,283 QoQ
Shares Held
63,090
-28.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 21.902044698050403.ToString("F0")%
Shared 0.ToString("F0")%
None 78.0979553019496.ToString("F0")%
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $182,835,867 across 112 Asset Management names. PSEC ranks #96 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
35,996 | $34,617,711 | |
| 2 | ARCC |
Ares Capital Corp
|
632,530 | $11,398,189 | |
| 3 | BX |
Blackstone Inc.
|
82,522 | $9,489,202 | |
| 4 | KKR |
KKR & Co. Inc.
|
74,590 | $6,899,573 | |
| 5 | FSK |
FS KKR Capital Corp
|
626,540 | $6,378,177 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
491,880 | $6,227,200 | |
| 7 | UTG |
Reaves Utility Income Fund
|
150,589 | $5,915,135 | |
| 8 | AMP |
Ameriprise Financial Inc
|
12,250 | $5,443,899 |
All Filings in PSEC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,664 | 63,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $229,947 | 88,783 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $235,779 | 85,738 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $429,532 | 135,073 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $171,597 | 41,853 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $331,563 | 76,929 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,657 | 75,450 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $154,314 | 27,905 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $59,064 | 10,700 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,236 | 13,729 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,287 | 10,626 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $65,676 | 10,593 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $73,518 | 10,563 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $73,646 | 10,536 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $65,267 | 10,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $73,583 | 10,527 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $87,163 | 10,527 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $89,314 | 10,620 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $85,000 | 11,039 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $88,321 | 10,527 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $253,558 | 49,620 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $55,160 | 12,979 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||