IFG Advisory’s FS Specialty Lending Fund FSSL Stock Holding History

IFG Advisory’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	$374K	Sell	32,195 -501	-2%	-$5.72K	0.01%	701
2026 Q2	$365K	Buy	+32,696	New	+$386K	0.01%	690
2026 Q1	–	Sell	-26,983	Closed	-$382K	–	921
2025 Q4	$382K	Buy	+26,983	New	+$369K	0.02%	572

Other funds holding FSSL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFG Advisory's FSSL Position: Q3 2026 in Review

IFG Advisory reduced its FS Specialty Lending Fund (FSSL) stake by 1.5% in Q3 2026, selling an estimated $5.72K and leaving 32,195 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #701.

IFG Advisory first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $382K in Q4 2025. 128 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

IFG Advisory held 32,195 shares of FS Specialty Lending Fund worth $374K as of Q3 2026.
IFG Advisory sold 501 FS Specialty Lending Fund shares in Q3 2026, an estimated $5.72K.
FS Specialty Lending Fund made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #701 holding.
IFG Advisory first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
IFG Advisory's FS Specialty Lending Fund position peaked at $382K in Q4 2025.
128 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.