BFG
FSCO

Bleakley Financial Group’s FS Credit Opportunities Corp FSCO Stock Holding History

Bleakley Financial Group’s Portfolio FSCO Stock Details FSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$203K Sell
39,764
-7,324
-16% -$41.4K ﹤0.01% 757
2025
Q4 		$297K Sell
47,088
-9,121
-16% -$58.4K 0.01% 650
2025
Q3 		$388K Sell
56,209
-6,097
-10% -$44.7K 0.01% 531
2025
Q2 		$452K Buy
62,306
+1,710
+3% +$11.9K 0.01% 500
2025
Q1 		$427K Buy
60,596
+8,265
+16% +$57.4K 0.01% 452
2024
Q4 		$357K Sell
52,331
-2,012
-4% -$13.3K 0.01% 730
2024
Q3 		$345K Sell
54,343
-752
-1% -$4.74K 0.01% 721
2024
Q2 		$351K Buy
55,095
+4,393
+9% +$27K 0.01% 714
2024
Q1 		$301K Sell
50,702
-7,316
-13% -$42.1K 0.01% 758
2023
Q4 		$329K Sell
58,018
-3,381
-6% -$19K 0.01% 708
2023
Q3 		$333K Buy
61,399
+12,712
+26% +$65.7K 0.01% 656
2023
Q2 		$231K Buy
+48,687
New +$216K 0.01% 807
2023
Q1 		– Sell
-19,049
Closed -$89.7K – 928
2022
Q4 		$89.7K Buy
+19,049
New +$92.4K ﹤0.01% 823

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return