Patriot Financial Group Insurance Agency’s FS Credit Opportunities Corp FSCO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FSCO Stock Details FSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Sell	348,260 -390,944	-53%	-$1.96M	0.18%	144
2026 Q1	$3.77M	Buy	739,204 +380,352	+106%	+$2.15M	0.21%	130
2025 Q4	$2.26M	Buy	358,852 +7,879	+2%	+$50.4K	0.27%	105
2025 Q3	$2.43M	Sell	350,973 -4,068	-1%	-$29.8K	0.31%	82
2025 Q2	$2.58M	Buy	355,041 +59,494	+20%	+$414K	0.3%	84
2025 Q1	$2.08M	Buy	295,547 +7,362	+3%	+$51.2K	0.28%	87
2024 Q4	$1.97M	Buy	288,185 +30,477	+12%	+$202K	0.26%	85
2024 Q3	$1.64M	Buy	257,708 +61,103	+31%	+$385K	0.22%	107
2024 Q2	$1.25M	Buy	196,605 +48,182	+32%	+$296K	0.18%	130
2024 Q1	$880K	Buy	148,423 +46,618	+46%	+$268K	0.14%	164
2023 Q4	$577K	Sell	101,805 -9,717	-9%	-$54.5K	0.11%	214
2023 Q3	$604K	Sell	111,522 -9,018	-7%	-$46.6K	0.13%	195
2023 Q2	$573K	Sell	120,540 -22,198	-16%	-$98.4K	0.11%	219
2023 Q1	$634K	Buy	+142,738	New	+$664K	0.13%	180

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FSCO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its FS Credit Opportunities Corp (FSCO) stake by 53% in Q2 2026, selling an estimated $1.96M and leaving 348,260 shares worth $1.74M. The position accounts for 0.18% of the portfolio, ranked #144.

Patriot Financial Group Insurance Agency first reported a position in FSCO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.77M in Q1 2026. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

Patriot Financial Group Insurance Agency held 348,260 shares of FS Credit Opportunities Corp worth $1.74M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 390,944 FS Credit Opportunities Corp shares in Q2 2026, an estimated $1.96M.
FS Credit Opportunities Corp made up 0.18% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #144 holding.
Patriot Financial Group Insurance Agency first reported a position in FS Credit Opportunities Corp in Q1 2023 and has held it in 14 quarters since.
Patriot Financial Group Insurance Agency's FS Credit Opportunities Corp position peaked at $3.77M in Q1 2026.
261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.