Dean Jacobson Financial Services’s FS Credit Opportunities Corp FSCO Stock Holding History

Dean Jacobson Financial Services’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 Q2	$79.4K	Sell	15,916 -21,585	-58%	-$108K	0.04%	21
2026 Q1	$191K	Hold	37,501	–	–	0.12%	20
2025 Q4	$236K	Hold	37,501	–	–	0.15%	14
2025 Q3	$259K	Hold	37,501	–	–	0.19%	13
2025 Q2	$272K	Sell	37,501 -4,691	-11%	-$32.6K	0.21%	10
2025 Q1	$297K	Hold	42,192	–	–	0.23%	9
2024 Q4	$288K	Buy	42,192 +16,836	+66%	+$112K	0.22%	8
2024 Q3	$161K	Sell	25,356 -37,443	-60%	-$236K	0.12%	16
2024 Q2	$400K	Hold	62,799	–	–	0.32%	6
2024 Q1	$372K	Hold	62,799	–	–	0.3%	6
2023 Q4	$356K	Sell	62,799 -20,622	-25%	-$116K	0.3%	7
2023 Q3	$452K	Hold	83,421	–	–	0.42%	7
2023 Q2	$396K	Buy	83,421 +27,807	+50%	+$123K	0.36%	4
2023 Q1	$247K	Buy	55,614 +27,807	+100%	+$129K	0.23%	8
2022 Q4	$131K	Buy	+27,807	New	+$135K	8%	5

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Dean Jacobson Financial Services's FSCO Position: Q2 2026 in Review

Dean Jacobson Financial Services reduced its FS Credit Opportunities Corp (FSCO) stake by 58% in Q2 2026, selling an estimated $108K and leaving 15,916 shares worth $79.4K. The position accounts for 0.04% of the portfolio, ranked #21.

Dean Jacobson Financial Services first reported a position in FSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $452K in Q3 2023. 260 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

Dean Jacobson Financial Services held 15,916 shares of FS Credit Opportunities Corp worth $79.4K as of Q2 2026.
Dean Jacobson Financial Services sold 21,585 FS Credit Opportunities Corp shares in Q2 2026, an estimated $108K.
FS Credit Opportunities Corp made up 0.04% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #21 holding.
Dean Jacobson Financial Services first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 15 quarters since.
Dean Jacobson Financial Services's FS Credit Opportunities Corp position peaked at $452K in Q3 2023.
260 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.