CWP
FSSL

Concord Wealth Partners’s FS Specialty Lending Fund FSSL Stock Holding History

Concord Wealth Partners’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 		– Sell
-6,060
Closed -$85.7K – 847
2025
Q4 		$85.7K Buy
+6,060
New +$82.9K 0.01% 270

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SIA
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RCM
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GGH
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PCM
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Morgan Stanley
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Concord Wealth Partners's FSSL Position: Q1 2026 in Review

Concord Wealth Partners sold out of FS Specialty Lending Fund (FSSL) in Q1 2026, closing a stake of 6,060 shares — an estimated $85.7K sold.

Concord Wealth Partners first reported a position in FSSL in Q4 2025 and held it in 1 quarter. The position peaked at $85.7K in Q4 2025. 249 funds tracked by Wall St. Rank hold FSSL as of Q1 2026.

  • Concord Wealth Partners reported no remaining FS Specialty Lending Fund position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 6,060 FS Specialty Lending Fund shares in Q1 2026, an estimated $85.7K.
  • Concord Wealth Partners first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 1 quarter.
  • Concord Wealth Partners's FS Specialty Lending Fund position peaked at $85.7K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.