FIA
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Foundations Investment Advisors’s FS Specialty Lending Fund FSSL Stock Holding History

Foundations Investment Advisors’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 		$331K Sell
29,725
-354
-1% -$4.18K ﹤0.01% 921
2026
Q1 		$376K Sell
30,079
-4,538
-13% -$59.1K ﹤0.01% 822
2025
Q4 		$489K Buy
+34,617
New +$473K 0.01% 721

Other funds holding FSSL

Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
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
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
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

Foundations Investment Advisors's FSSL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its FS Specialty Lending Fund (FSSL) stake by 1.2% in Q2 2026, selling an estimated $4.18K and leaving 29,725 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Foundations Investment Advisors first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 259 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Foundations Investment Advisors held 29,725 shares of FS Specialty Lending Fund worth $331K as of Q2 2026.
  • Foundations Investment Advisors sold 354 FS Specialty Lending Fund shares in Q2 2026, an estimated $4.18K.
  • FS Specialty Lending Fund made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #921 holding.
  • Foundations Investment Advisors first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's FS Specialty Lending Fund position peaked at $489K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.