AWM
FSSL

Arista Wealth Management’s FS Specialty Lending Fund FSSL Stock Holding History

Arista Wealth Management’s Portfolio FSSL Stock Details FSSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Sell
12,020
-24,463
-67% -$289K 0.01% 266
2026
Q1 		$456K Hold
36,483
– – 0.06% 170
2025
Q4 		$516K Buy
+36,483
New +$499K 0.06% 136

Other funds holding FSSL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Arista Wealth Management's FSSL Position: Q2 2026 in Review

Arista Wealth Management reduced its FS Specialty Lending Fund (FSSL) stake by 67% in Q2 2026, selling an estimated $289K and leaving 12,020 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #266.

Arista Wealth Management first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $516K in Q4 2025. 37 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Arista Wealth Management held 12,020 shares of FS Specialty Lending Fund worth $134K as of Q2 2026.
  • Arista Wealth Management sold 24,463 FS Specialty Lending Fund shares in Q2 2026, an estimated $289K.
  • FS Specialty Lending Fund made up 0.01% of Arista Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Arista Wealth Management first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • Arista Wealth Management's FS Specialty Lending Fund position peaked at $516K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.