MFG
FSSL

Merit Financial Group’s FS Specialty Lending Fund FSSL Stock Holding History

Merit Financial Group’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 		$720K Buy
64,598
+29,041
+82% +$343K ﹤0.01% 1270
2026
Q1 		$445K Buy
35,557
+2,402
+7% +$31.3K ﹤0.01% 1435
2025
Q4 		$469K Buy
+33,155
New +$453K ﹤0.01% 1348

Other funds holding FSSL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
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
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Merit Financial Group's FSSL Position: Q2 2026 in Review

Merit Financial Group increased its FS Specialty Lending Fund (FSSL) stake by 82% in Q2 2026, buying an estimated $343K and bringing the position to 64,598 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Merit Financial Group first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Merit Financial Group held 64,598 shares of FS Specialty Lending Fund worth $720K as of Q2 2026.
  • Merit Financial Group bought 29,041 FS Specialty Lending Fund shares in Q2 2026, an estimated $343K.
  • FS Specialty Lending Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1270 holding.
  • Merit Financial Group first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.