CX Institutional
FSSL icon

CX Institutional’s FS Specialty Lending Fund FSSL Stock Holding History

CX Institutional’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 		$303K Sell
26,030
-4,447
-15% -$50.8K 0.01% 625
2026
Q2 		$340K Sell
30,477
-21,381
-41% -$253K 0.01% 583
2026
Q1 		$649K Sell
51,858
-18,251
-26% -$238K 0.02% 408
2025
Q4 		$991K Buy
+70,109
New +$959K 0.03% 288

Other funds holding FSSL

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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

CX Institutional's FSSL Position: Q3 2026 in Review

CX Institutional reduced its FS Specialty Lending Fund (FSSL) stake by 15% in Q3 2026, selling an estimated $50.8K and leaving 26,030 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #625.

CX Institutional first reported a position in FSSL in Q4 2025 and has held it in 4 quarters since. The position peaked at $991K in Q4 2025. 40 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

  • CX Institutional held 26,030 shares of FS Specialty Lending Fund worth $303K as of Q3 2026.
  • CX Institutional sold 4,447 FS Specialty Lending Fund shares in Q3 2026, an estimated $50.8K.
  • FS Specialty Lending Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #625 holding.
  • CX Institutional first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's FS Specialty Lending Fund position peaked at $991K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.