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

Cornerstone 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
-12,522
Closed -$157K – 779
2026
Q1 		$157K Buy
12,522
+2,227
+22% +$29K 0.01% 687
2025
Q4 		$146K Buy
+10,295
New +$141K 0.01% 670

Other funds holding FSSL

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Thomas J. Herzfeld Advisors
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Oak Hill Advisors
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GCM Grosvenor Holdings
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 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

Cornerstone Wealth Management's FSSL Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 12,522 shares — an estimated $157K sold.

Cornerstone Wealth Management first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $157K in Q1 2026. 262 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Cornerstone Wealth Management reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,522 FS Specialty Lending Fund shares in Q2 2026, an estimated $157K.
  • Cornerstone Wealth Management first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
  • Cornerstone Wealth Management's FS Specialty Lending Fund position peaked at $157K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.