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Pennantpark Floating Rate Capi shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Pennantpark Floating Rate Capi (PFLT) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Pennantpark Floating Rate Capi

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All positions including Pennantpark Floating Rate Capi held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pennantpark Floating Rate Capi by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 27k 8.89
2025-06-30 $258k 25k 10.33
2025-03-31 $254k 23k 11.19
2024-12-31 $227k 21k 10.93

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

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