Merit Financial Group
FSSL icon

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
Q3 		$1.3M Buy
111,532
+46,934
+73% +$536K 0.01% 1002
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

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Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Merit Financial Group's FSSL Position: Q3 2026 in Review

Merit Financial Group increased its FS Specialty Lending Fund (FSSL) stake by 73% in Q3 2026, buying an estimated $536K and bringing the position to 111,532 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1002.

Merit Financial Group first reported a position in FSSL in Q4 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

  • Merit Financial Group held 111,532 shares of FS Specialty Lending Fund worth $1.3M as of Q3 2026.
  • Merit Financial Group bought 46,934 FS Specialty Lending Fund shares in Q3 2026, an estimated $536K.
  • FS Specialty Lending Fund made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #1002 holding.
  • Merit Financial Group first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.