KFI
FSSL

Key Financial Inc’s FS Specialty Lending Fund FSSL Stock Holding History

Key Financial Inc’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 		– Sell
-484
Closed -$6.05K – 1461
2026
Q1 		$6.05K Hold
484
– – ﹤0.01% 995
2025
Q4 		$6.84K Buy
+484
New +$6.62K ﹤0.01% 972

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RCM
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SIA
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Envestnet Asset Management
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GGH
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PCM
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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

Key Financial Inc's FSSL Position: Q2 2026 in Review

Key Financial Inc sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 484 shares — an estimated $6.05K sold.

Key Financial Inc first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $6.84K in Q4 2025. 258 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Key Financial Inc reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
  • Key Financial Inc sold 484 FS Specialty Lending Fund shares in Q2 2026, an estimated $6.05K.
  • Key Financial Inc first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
  • Key Financial Inc's FS Specialty Lending Fund position peaked at $6.84K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.