Plan Group Financial’s Sixth Street Specialty TSLX Stock Holding History

Plan Group Financial’s Portfolio TSLX Stock Details TSLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.64M	Buy	156,711 +36,387	+30%	+$654K	0.52%	65
2026 Q2	$2.07M	Buy	120,324 +29,955	+33%	+$534K	0.43%	71
2026 Q1	$1.66M	Buy	90,369 +17,112	+23%	+$338K	0.39%	72
2025 Q4	$1.59M	Buy	73,257 +9,635	+15%	+$210K	0.41%	73
2025 Q3	$1.45M	Buy	63,622 +12,194	+24%	+$293K	0.39%	74
2025 Q2	$1.22M	Buy	51,428 +12,505	+32%	+$274K	0.4%	77
2025 Q1	$871K	Buy	38,923 +19,362	+99%	+$431K	0.31%	73
2024 Q4	$417K	Buy	+19,561	New	+$406K	0.22%	75

Other funds holding TSLX

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $143M AUM 7.16% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Plan Group Financial's TSLX Position: Q3 2026 in Review

Plan Group Financial increased its Sixth Street Specialty (TSLX) stake by 30% in Q3 2026, buying an estimated $654K and bringing the position to 156,711 shares worth $2.64M. The position accounts for 0.52% of the portfolio, ranked #65.

Plan Group Financial first reported a position in TSLX in Q4 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold TSLX as of Q3 2026.

Plan Group Financial held 156,711 shares of Sixth Street Specialty worth $2.64M as of Q3 2026.
Plan Group Financial bought 36,387 Sixth Street Specialty shares in Q3 2026, an estimated $654K.
Sixth Street Specialty made up 0.52% of Plan Group Financial's portfolio in Q3 2026, its #65 holding.
Plan Group Financial first reported a position in Sixth Street Specialty in Q4 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held Sixth Street Specialty as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.