LI
FSSL

LRI Investments’s FS Specialty Lending Fund FSSL Stock Holding History

LRI Investments’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 		$12.9K Hold
1,161
– – ﹤0.01% 885
2026
Q1 		$14.5K Buy
+1,161
New +$15.1K ﹤0.01% 778

Other funds holding FSSL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

LRI Investments's FSSL Position: Q2 2026 in Review

LRI Investments held its FS Specialty Lending Fund (FSSL) position steady in Q2 2026 at 1,161 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

LRI Investments first reported a position in FSSL in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.5K in Q1 2026. 100 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • LRI Investments held 1,161 shares of FS Specialty Lending Fund worth $12.9K as of Q2 2026.
  • LRI Investments left its FS Specialty Lending Fund share count unchanged in Q2 2026.
  • FS Specialty Lending Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #885 holding.
  • LRI Investments first reported a position in FS Specialty Lending Fund in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's FS Specialty Lending Fund position peaked at $14.5K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.