Position in PSEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$135,051
+$7,903 QoQ
Shares Held
51,744
+5.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealthfront Advisers LLC holds $86,424,772 across 20 Asset Management names. PSEC ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
20,923 | $20,121,858 | |
| 2 | BX |
Blackstone Inc.
|
98,466 | $11,322,605 | |
| 3 | STT |
State Street Corp
|
70,207 | $8,885,397 | |
| 4 | AMP |
Ameriprise Financial Inc
|
14,424 | $6,410,025 | |
| 5 | APO |
Apollo Global Management, Inc.
|
56,326 | $6,275,842 | |
| 6 | TROW |
Price T Rowe Group Inc
|
69,348 | $6,251,028 | |
| 7 | PFG |
Principal Financial Group Inc
|
68,407 | $6,164,154 | |
| 8 | ARES |
Ares Management Corp
|
43,582 | $4,754,796 |
All Filings in PSEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,051 | 51,744 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $127,148 | 49,092 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $108,218 | 39,352 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $123,981 | 38,988 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $69,244 | 16,889 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $70,653 | 16,393 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $121,466 | 22,704 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,907 | 14,269 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $105,365 | 19,088 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $61,307 | 10,235 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||