Axxcess Wealth Management
FSSL icon

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

Axxcess 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
Q3 		– Sell
-19,800
Closed -$221K – 1272
2026
Q2 		$221K Buy
+19,800
New +$234K ﹤0.01% 973
2026
Q1 		– Sell
-34,487
Closed -$488K – 1066
2025
Q4 		$488K Buy
+34,487
New +$472K 0.01% 709

Other funds holding FSSL

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Axxcess Wealth Management's FSSL Position: Q3 2026 in Review

Axxcess Wealth Management sold out of FS Specialty Lending Fund (FSSL) in Q3 2026, closing a stake of 19,800 shares — an estimated $221K sold.

Axxcess Wealth Management first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $488K in Q4 2025. 34 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

  • Axxcess Wealth Management reported no remaining FS Specialty Lending Fund position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 19,800 FS Specialty Lending Fund shares in Q3 2026, an estimated $221K.
  • Axxcess Wealth Management first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's FS Specialty Lending Fund position peaked at $488K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.