Position in PSEC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,741,172
-$3,290,344 QoQ
Shares Held
2,485,356
-28.2% QoQ
Ownership
0.496%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#9
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. PSEC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
This page
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in PSEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,741,172 | 2,485,356 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,031,516 | 3,460,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,509,058 | 1,354,849 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,251,613 | 455,132 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,391,208 | 437,487 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,128,260 | 519,088 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,747,437 | 405,438 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,003,670 | 187,602 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $460,289 | 83,235 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $143,884 | 26,066 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $142,981 | 23,870 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $144,413 | 23,870 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $147,994 | 23,870 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $166,135 | 23,870 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $166,851 | 23,870 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $147,994 | 23,870 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $188,974 | 27,035 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $204,805 | 24,735 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $255,336 | 30,361 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $190,459 | 24,735 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $204,330 | 24,354 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $182,047 | 23,735 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $128,406 | 23,735 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $119,387 | 23,735 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $121,285 | 23,735 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $113,963 | 26,815 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||