GC
FSCO

Gilbert & Cook’s FS Credit Opportunities Corp FSCO Stock Holding History

Gilbert & Cook’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
2025
Q4 		– Sell
-313,587
Closed -$2.17M – 228
2025
Q3 		$2.17M Sell
313,587
-2,763
-0.9% -$20.2K 0.28% 30
2025
Q2 		$2.3M Sell
316,350
-10,690
-3% -$74.3K 0.31% 28
2025
Q1 		$2.31M Sell
327,040
-7,939
-2% -$55.2K 0.33% 25
2024
Q4 		$2.28M Hold
334,979
– – 0.32% 29
2024
Q3 		$2.13M Sell
334,979
-9,647
-3% -$60.8K 0.29% 27
2024
Q2 		$2.2M Sell
344,626
-37
-0% -$227 0.32% 25
2024
Q1 		$2.04M Sell
344,663
-6,162
-2% -$35.4K 0.28% 28
2023
Q4 		$1.99M Sell
350,825
-2,230
-0.6% -$12.5K 0.28% 29
2023
Q3 		$1.91M Sell
353,055
-8,028
-2% -$41.5K 0.3% 29
2023
Q2 		$1.72M Buy
361,083
+90,935
+34% +$403K 0.28% 27
2023
Q1 		$1.2M Buy
270,148
+92,593
+52% +$431K 0.21% 38
2022
Q4 		$836K Buy
+177,555
New +$861K 0.15% 51

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $126M AUM 16.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return