KWA
FSSL

Kingswood Wealth Advisors’s FS Specialty Lending Fund FSSL Stock Holding History

Kingswood Wealth Advisors’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
-10,264
Closed -$128K – 1057
2026
Q1 		$128K Buy
+10,264
New +$134K 0.01% 902

Other funds holding FSSL

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TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
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

Kingswood Wealth Advisors's FSSL Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 10,264 shares — an estimated $128K sold.

Kingswood Wealth Advisors first reported a position in FSSL in Q1 2026 and held it in 1 quarter. The position peaked at $128K in Q1 2026. 257 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,264 FS Specialty Lending Fund shares in Q2 2026, an estimated $128K.
  • Kingswood Wealth Advisors first reported a position in FS Specialty Lending Fund in Q1 2026 and held it in 1 quarter.
  • Kingswood Wealth Advisors's FS Specialty Lending Fund position peaked at $128K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.