IFG
FSCO

Independent Financial Group’s FS Credit Opportunities Corp FSCO Stock Holding History

Independent Financial Group’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 		$5.59M Buy
1,120,115
+304,604
+37% +$1.53M 0.1% 195
2026
Q1 		$4.16M Buy
815,511
+8,280
+1% +$46.8K 0.09% 205
2025
Q4 		$5.09M Sell
807,231
-95,456
-11% -$611K 0.11% 167
2025
Q3 		$6.24M Buy
902,687
+68,737
+8% +$504K 0.15% 127
2025
Q2 		$6.05M Sell
833,950
-152,767
-15% -$1.06M 0.17% 111
2025
Q1 		$6.96M Buy
986,717
+53,666
+6% +$373K 0.24% 78
2024
Q4 		$6.36M Buy
933,051
+77,977
+9% +$517K 0.21% 89
2024
Q3 		$5.43M Buy
855,074
+54,182
+7% +$341K 0.2% 93
2024
Q2 		$5.1M Sell
800,892
-1,948
-0.2% -$12K 0.2% 94
2024
Q1 		$4.76M Sell
802,840
-246,096
-23% -$1.42M 0.22% 99
2023
Q4 		$5.95M Buy
1,048,936
+168,631
+19% +$946K 0.32% 62
2023
Q3 		$4.77M Buy
880,305
+35,952
+4% +$186K 0.31% 62
2023
Q2 		$4.01M Buy
844,353
+162,123
+24% +$719K 0.28% 75
2023
Q1 		$3.03M Buy
682,230
+496,828
+268% +$2.31M 0.24% 93
2022
Q4 		$873K Buy
+185,402
New +$899K 0.08% 267

Other funds holding FSCO

Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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

Independent Financial Group's FSCO Position: Q2 2026 in Review

Independent Financial Group increased its FS Credit Opportunities Corp (FSCO) stake by 37% in Q2 2026, buying an estimated $1.53M and bringing the position to 1,120,115 shares worth $5.59M. The position accounts for 0.1% of the portfolio, ranked #195.

Independent Financial Group first reported a position in FSCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.96M in Q1 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Independent Financial Group held 1,120,115 shares of FS Credit Opportunities Corp worth $5.59M as of Q2 2026.
  • Independent Financial Group bought 304,604 FS Credit Opportunities Corp shares in Q2 2026, an estimated $1.53M.
  • FS Credit Opportunities Corp made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #195 holding.
  • Independent Financial Group first reported a position in FS Credit Opportunities Corp in Q4 2022 and has held it in 15 quarters since.
  • Independent Financial Group's FS Credit Opportunities Corp position peaked at $6.96M in Q1 2025.
  • 261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.