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PennantPark Investment shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of PennantPark Investment (PNNT) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in PennantPark Investment

Tip: Access up to 7 years of quarterly data

All positions including PennantPark Investment held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PennantPark Investment by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $323 91 3.56

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding PennantPark Investment

Invesco
Two Sigma Investments
LSV Asset Management
Morgan Stanley
Legal & General Group
Advisors Asset Management
BlackRock
Universal- Beteiligungs- und Servicegesellschaft mbH
NewEdge Wealth
Citigroup
Sunbelt Securities
Lido Advisors
Truvestments Capital
Virtus Investment Advisers
AlphaCentric Advisors

View all funds holding PennantPark Investment