AEPWM
FSSL

Atlantic Edge Private Wealth Management’s FS Specialty Lending Fund FSSL Stock Holding History

Atlantic Edge Private 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 		– Sell
-675
Closed -$8.45K – 649
2026
Q1 		$8.45K Hold
675
– – ﹤0.01% 410
2025
Q4 		$9.54K Buy
+675
New +$9.23K ﹤0.01% 383

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OHA
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RCM
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SIA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Edge Private Wealth Management's FSSL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 675 shares — an estimated $8.45K sold.

Atlantic Edge Private Wealth Management first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $9.54K in Q4 2025. 258 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Atlantic Edge Private Wealth Management reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 675 FS Specialty Lending Fund shares in Q2 2026, an estimated $8.45K.
  • Atlantic Edge Private Wealth Management first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
  • Atlantic Edge Private Wealth Management's FS Specialty Lending Fund position peaked at $9.54K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.