Pacific Capital Wealth Advisors »

PennantPark Investment shares owned by Pacific Capital Wealth Advisors

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

Historical chart of Pacific Capital Wealth Advisors investment in PennantPark Investment

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PennantPark Investment by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $105k 7.6k 13.92

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding PennantPark Investment

Ares Management
LSV Asset Management
Millennium Management
Two Sigma Investments
Two Sigma Advisers
Advisors Asset Management
Hennion & Walsh Asset Management
Legal & General Group
Condor Capital Management
NewEdge Wealth
Lido Advisors
Hrt Financial
Advisors Capital Management
Alberta Investment Management Corporation
Stifel Financial

View all funds holding PennantPark Investment