PL
FSSL

Plancorp LLC’s FS Specialty Lending Fund FSSL Stock Holding History

Plancorp LLC’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 		$542K Buy
49,637
+31,915
+180% +$377K 0.01% 241
2026
Q1 		$218K Hold
17,722
– – 0.01% 346
2025
Q4 		$251K Buy
+17,722
New +$242K 0.01% 314

Other funds holding FSSL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Plancorp LLC's FSSL Position: Q2 2026 in Review

Plancorp LLC increased its FS Specialty Lending Fund (FSSL) stake by 180% in Q2 2026, buying an estimated $377K and bringing the position to 49,637 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #241.

Plancorp LLC first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Plancorp LLC held 49,637 shares of FS Specialty Lending Fund worth $542K as of Q2 2026.
  • Plancorp LLC bought 31,915 FS Specialty Lending Fund shares in Q2 2026, an estimated $377K.
  • FS Specialty Lending Fund made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #241 holding.
  • Plancorp LLC first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.