PFGIA
FSCO

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return