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Pennantpark Floating Rate Capi shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Pennantpark Floating Rate Capi (PFLT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Pennantpark Floating Rate Capi

Tip: Access up to 7 years of quarterly data

All positions including Pennantpark Floating Rate Capi held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennantpark Floating Rate Capi by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 1.7k 8.89
2025-06-30 $15k 1.5k 10.33
2025-03-31 $1.2k 107 11.19

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Top funds holding Pennantpark Floating Rate Capi

Sound Income Strategies
Van Eck Associates Corp.
Marshall Wace
UBS Group
Invesco
Qube Research & Technologies
Altshuler Shaham
BlackRock
Millennium Management
Legal & General Group
LPL Financial
Two Sigma Investments
Morgan Stanley
Advisors Asset Management
GraniteShares Advisors

View all funds holding Pennantpark Floating Rate Capi