Position in PSEC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$181,161
+$86,852 QoQ
Shares Held
78,425
+117.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 205 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $87,428,591 across 57 Asset Management names. PSEC ranks #47 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
61,426 | $10,417,848 | |
| 2 | BX |
Blackstone Inc.
|
82,869 | $9,751,194 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
188,371 | $7,578,165 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
503,296 | $6,547,880 | |
| 5 | BLK |
BlackRock, Inc.
|
6,423 | $6,176,099 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
479,388 | $5,210,947 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
143,326 | $3,398,259 | |
| 8 | ARCC |
Ares Capital Corp
|
165,718 | $3,070,753 |
All Filings in PSEC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,161 | 78,425 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $94,309 | 36,134 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $93,587 | 36,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $105,418 | 38,334 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $140,613 | 44,218 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $153,073 | 37,335 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $51,293 | 11,901 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $63,670 | 11,901 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $126,775 | 22,925 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $126,540 | 22,924 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $141,208 | 23,574 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $770,201 | 127,306 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $818,548 | 132,024 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $959,408 | 137,846 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $918,178 | 131,356 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,086,277 | 175,206 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,197,079 | 171,256 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,164,201 | 140,604 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $582,350 | 69,245 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $533,186 | 69,245 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $536,414 | 63,935 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $490,381 | 63,935 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $370,828 | 68,545 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||