Heritage Family Offices’s FS Credit Opportunities Corp FSCO Stock Holding History

Heritage Family Offices’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	$108K	Hold	21,626	–	–	0.04%	228
2026 Q1	$110K	Sell	21,626 -10,346	-32%	-$58.4K	0.05%	194
2025 Q4	$201K	Sell	31,972 -454	-1%	-$2.91K	0.09%	197
2025 Q3	$224K	Hold	32,426	–	–	0.1%	174
2025 Q2	$229K	Buy	+32,426	New	+$225K	0.12%	160
2024 Q4	–	Sell	-35,905	Closed	-$228K	–	186
2024 Q3	$228K	Buy	+35,905	New	+$226K	0.12%	164

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

Heritage Family Offices's FSCO Position: Q2 2026 in Review

Heritage Family Offices held its FS Credit Opportunities Corp (FSCO) position steady in Q2 2026 at 21,626 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #228.

Heritage Family Offices first reported a position in FSCO in Q3 2024 and has held it in 6 quarters since. The position peaked at $229K in Q2 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

Heritage Family Offices held 21,626 shares of FS Credit Opportunities Corp worth $108K as of Q2 2026.
Heritage Family Offices left its FS Credit Opportunities Corp share count unchanged in Q2 2026.
FS Credit Opportunities Corp made up 0.04% of Heritage Family Offices's portfolio in Q2 2026, its #228 holding.
Heritage Family Offices first reported a position in FS Credit Opportunities Corp in Q3 2024 and has held it in 6 quarters since.
Heritage Family Offices's FS Credit Opportunities Corp position peaked at $229K in Q2 2025.
261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.