PSBD — PALMER SQUARE CAPITAL BDC IN
Reported value held$15.56M
Funds holding (latest)17
Sector—
Funds holding (Q2 2026)8
Institutional value$11.33M · 1.09M sh
New / Add / Cut / Exit1 / 4 / 3 / 2
Top-5 / Top-10 concentration95.8% / 100.0%
Institutional holdings change
Reducing -10.0%
(-121.00K sh)
Institutional value change
Down -4.0%
As of Q2 2026, 8 SEC-registered investment managers reported holding PSBD (PALMER SQUARE CAPITAL BDC IN) in their latest 13F filings, with a combined reported value of $11.33M across 1.09M shares. That is -10.0% by share count (-121.00K shares) versus the previous quarter, while reported value moved -4.0%. Ownership is concentrated: the five largest holders account for 95.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 669.63K | $6.98M | 0.00% | Add |
| Two Sigma Investments history | 186.52K | $1.94M | 0.00% | Reduce |
| Renaissance Technologies history | 75.10K | $782.54K | 0.00% | Reduce |
| BlackRock Inc history | 58.38K | $608.34K | 0.00% | Add |
| Citadel Advisors history | 51.96K | $541.44K | 0.00% | Add |
| UBS Group AG history | 26.06K | $271.55K | 0.00% | Add |
| Morgan Stanley history | 19.64K | $204.64K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $10 | 0.00% | New |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 576.93K | $5.64M | 0.00% | Add |
| Two Sigma Investments history | 310.95K | $3.04M | 0.00% | Add |
| Renaissance Technologies history | 155.70K | $1.52M | 0.00% | Reduce |
| Morgan Stanley history | 71.34K | $697.03K | 0.00% | Add |
| BlackRock Inc history | 55.34K | $540.70K | 0.00% | Reduce |
| Citadel Advisors history | 19.52K | $190.66K | 0.00% | Reduce |
| Millennium Management history | 13.17K | $128.68K | 0.00% | Reduce |
| UBS Group AG history | 5.34K | $52.14K | 0.00% | Add |
| Citigroup Inc history | 1 | $10 | 0.00% | New |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 520.38K | $6.34M | 0.00% | Add |
| Two Sigma Investments history | 242.41K | $2.95M | 0.00% | Add |
| Renaissance Technologies history | 183.00K | $2.23M | 0.00% | Add |
| Citadel Advisors history | 120.00K | $1.46M | 0.00% | Add |
| Millennium Management history | 112.84K | $1.38M | 0.00% | Reduce |
| BlackRock Inc history | 105.35K | $1.28M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 74.07K | $902.88K | 0.00% | Reduce |
| Marshall Wace history | 31.59K | $385.08K | 0.00% | Reduce |
| Morgan Stanley history | 19.75K | $240.74K | 0.00% | Reduce |
| Point72 Asset Management history | 14.04K | $171.09K | 0.00% | New |
| UBS Group AG history | 3.18K | $38.80K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $6 | 0.00% | Reduce |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 367.04K | $4.50M | 0.00% | Add |
| Morgan Stanley history | 257.52K | $3.16M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 235.53K | $2.89M | 0.00% | Reduce |
| Renaissance Technologies history | 154.10K | $1.89M | 0.00% | Add |
| Millennium Management history | 134.25K | $1.65M | 0.00% | Add |
| Two Sigma Investments history | 131.54K | $1.61M | 0.00% | Add |
| Marshall Wace history | 109.92K | $1.35M | 0.00% | New |
| BlackRock Inc history | 100.06K | $1.23M | 0.00% | New |
| UBS Group AG history | 24.18K | $296.75K | 0.00% | Reduce |
| Citadel Advisors history | 18.78K | $230.42K | 0.00% | New |
| JPMorgan Chase & Co history | 6.42K | $84.55K | 0.00% | Hold |
| Wells Fargo & Co history | 2.50K | $30.68K | 0.00% | Hold |
Q2 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 300.57K | $4.20M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 284.29K | $3.97M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 284.29K | $3.97M | 0.00% | Reduce |
| Morgan Stanley history | 257.13K | $3.59M | 0.00% | Add |
| Morgan Stanley history | 257.13K | $3.59M | 0.00% | Add |
| Millennium Management history | 131.61K | $1.84M | 0.00% | Reduce |
| Renaissance Technologies history | 69.70K | $973.01K | 0.00% | Reduce |
| Renaissance Technologies history | 69.70K | $973.01K | 0.00% | Reduce |
| Two Sigma Investments history | 54.15K | $755.96K | 0.00% | Add |
| Two Sigma Investments history | 54.15K | $755.96K | 0.00% | Add |
| UBS Group AG history | 47.92K | $668.92K | 0.00% | Add |
| JPMorgan Chase & Co history | 6.42K | $89.69K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6.42K | $89.69K | 0.00% | Reduce |
| Wells Fargo & Co history | 2.50K | $34.91K | 0.00% | Reduce |
Q1 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 375.83K | $5.01M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 375.83K | $5.01M | 0.00% | Hold |
| Bank of America Corp history | 286.36K | $3.81M | 0.00% | Add |
| Millennium Management history | 162.43K | $2.16M | 0.00% | Add |
| Renaissance Technologies history | 89.40K | $1.19M | 0.00% | Add |
| Renaissance Technologies history | 89.40K | $1.19M | 0.00% | Add |
| Franklin Resources history | 69.31K | $923.22K | 0.00% | Add |
| Two Sigma Investments history | 44.97K | $599.05K | 0.00% | Add |
| Two Sigma Investments history | 44.97K | $599.05K | 0.00% | Add |
| Citadel Advisors history | 42.76K | $569.56K | 0.00% | Add |
| Citadel Advisors history | 42.76K | $569.56K | 0.00% | Add |
| UBS Group AG history | 30.76K | $409.70K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.00K | $133.20K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.65K | $128.53K | 0.00% | New |
| JPMorgan Chase & Co history | 9.65K | $128.53K | 0.00% | New |
| Morgan Stanley history | 4.46K | $59.47K | 0.00% | Add |
| Morgan Stanley history | 4.46K | $59.47K | 0.00% | Add |
| Citigroup Inc history | 1.47K | $19.57K | 0.00% | Add |
New Positions (Q2 2026)
- Wells Fargo & Co 1 sh · $10
Fully Exited (vs previous quarter)
- Millennium Management sold 13.17K sh · $128.68K
- Citigroup Inc sold 1 sh · $10
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 669.63K | 576.93K | 520.38K | 367.04K | 300.57K | 286.36K | 262.38K | 216.86K | 134.59K | 79.42K |
| Two Sigma Investments | 186.52K | 310.95K | 242.41K | 131.54K | 54.15K | 44.97K | 39.20K | 60.44K | 37.62K | 38.91K |
| Renaissance Technologies | 75.10K | 155.70K | 183.00K | 154.10K | 69.70K | 89.40K | 62.00K | 66.40K | 10.70K | — |
| BlackRock Inc | 58.38K | 55.34K | 105.35K | 100.06K | — | — | — | — | — | — |
| Citadel Advisors | 51.96K | 19.52K | 120.00K | 18.78K | — | 42.76K | 42.20K | 31.75K | 66.03K | 123.21K |
| UBS Group AG | 26.06K | 5.34K | 3.18K | 24.18K | 47.92K | 30.76K | 38.15K | 21.75K | 26.84K | 10.30K |
| Morgan Stanley | 19.64K | 71.34K | 19.75K | 257.52K | 257.13K | 4.46K | 4.39K | 4.01K | 4.40K | 13.70K |
| Wells Fargo & Co | 1 | — | 1 | 2.50K | 2.50K | 10.00K | 7.50K | 2.02K | 50 | — |
| Point72 Asset Management | — | — | 14.04K | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | 74.07K | 235.53K | 284.29K | 375.83K | 377.11K | 383.12K | 357.17K | 350.00K |
| JPMorgan Chase & Co | — | — | — | 6.42K | 6.42K | 9.65K | — | — | — | — |
| Citigroup Inc | — | 1 | — | — | — | 1.47K | 1.37K | 1.05K | — | — |
| Marshall Wace | — | — | 31.59K | 109.92K | — | — | — | — | 26.56K | 29.49K |
| Millennium Management | — | 13.17K | 112.84K | 134.25K | 131.61K | 162.43K | 157.60K | 180.21K | 190.35K | 221.71K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | 27.80K | 46.34K |
| BNY Mellon | — | — | — | — | — | — | 77.88K | 35.34K | — | — |
| Franklin Resources | — | — | — | — | — | 69.31K | 57.87K | 33.63K | 48.66K | 97.27K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details