Carson Wealth (CWM LLC)
FSSL icon

Carson Wealth (CWM LLC)’s FS Specialty Lending Fund FSSL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.25M Sell
99,777
-35,357
-26% -$461K ﹤0.01% 1420
2025
Q4 		$1.91M Buy
+135,134
New +$1.85M 0.01% 1167

Other funds holding FSSL

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FSSL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FS Specialty Lending Fund (FSSL) stake by 26% in Q1 2026, selling an estimated $461K and leaving 99,777 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Carson Wealth (CWM LLC) first reported a position in FSSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.91M in Q4 2025. 250 funds tracked by Wall St. Rank hold FSSL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 99,777 shares of FS Specialty Lending Fund worth $1.25M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 35,357 FS Specialty Lending Fund shares in Q1 2026, an estimated $461K.
  • FS Specialty Lending Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1420 holding.
  • Carson Wealth (CWM LLC) first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s FS Specialty Lending Fund position peaked at $1.91M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.