Position in PSEC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,088,809
+$371,549 QoQ
Shares Held
800,310
+20.7% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in PSEC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $770,231,213 across 321 Asset Management names. PSEC ranks #78 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
531,405 | $61,106,260 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,430,221 | $50,687,032 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,167,108 | $31,452,250 | |
| 4 | BLK |
BlackRock, Inc.
|
31,053 | $29,863,980 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,553,908 | $25,998,783 | |
| 6 | TROW |
Price T Rowe Group Inc
|
256,751 | $23,143,535 | |
| 7 | UTG |
Reaves Utility Income Fund
|
424,402 | $16,670,510 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,527,121 | $15,729,346 |
All Filings in PSEC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,088,809 | 800,310 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,717,260 | 663,035 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,678,916 | 610,515 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,279,390 | 1,031,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,185,403 | 1,508,635 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,457,871 | 1,498,346 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,346,641 | 1,373,204 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,631,559 | 1,199,197 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,320,328 | 1,144,987 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,162,368 | 1,028,776 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,630,148 | 930,603 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,646,997 | 910,806 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,250,010 | 897,990 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,209,398 | 888,326 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,447,692 | 878,660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,812,632 | 831,564 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,910,454 | 834,596 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,973,504 | 829,192 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,702,280 | 870,426 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,342,139 | 875,106 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,643,991 | 866,231 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,716,892 | 871,884 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,757,655 | 945,856 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,633,093 | 906,672 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,246,179 | 763,807 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||