OIA
FSSL

OneDigital Investment Advisors’s FS Specialty Lending Fund FSSL Stock Holding History

OneDigital Investment 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 		$798K Buy
71,566
+240
+0.3% +$2.83K 0.01% 831
2026
Q1 		$892K Sell
71,326
-25,802
-27% -$336K 0.01% 720
2025
Q4 		$1.37M Buy
+97,128
New +$1.33M 0.01% 577

Other funds holding FSSL

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

OneDigital Investment Advisors's FSSL Position: Q2 2026 in Review

OneDigital Investment Advisors increased its FS Specialty Lending Fund (FSSL) stake by 0.34% in Q2 2026, buying an estimated $2.83K and bringing the position to 71,566 shares worth $798K. The position accounts for 0.01% of the portfolio, ranked #831.

OneDigital Investment Advisors first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.37M in Q4 2025. 199 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • OneDigital Investment Advisors held 71,566 shares of FS Specialty Lending Fund worth $798K as of Q2 2026.
  • OneDigital Investment Advisors bought 240 FS Specialty Lending Fund shares in Q2 2026, an estimated $2.83K.
  • FS Specialty Lending Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #831 holding.
  • OneDigital Investment Advisors first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's FS Specialty Lending Fund position peaked at $1.37M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.