PF
FSCO

PlanVest Financial’s FS Credit Opportunities Corp FSCO Stock Holding History

PlanVest Financial’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 		$9.42K Hold
1,888
– – 0.01% 409
2026
Q1 		$9.63K Buy
+1,888
New +$10.7K 0.01% 383

Other funds holding FSCO

Commonwealth Equity Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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

PlanVest Financial's FSCO Position: Q2 2026 in Review

PlanVest Financial held its FS Credit Opportunities Corp (FSCO) position steady in Q2 2026 at 1,888 shares worth $9.42K. The position accounts for 0.01% of the portfolio, ranked #409.

PlanVest Financial first reported a position in FSCO in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.63K in Q1 2026. 258 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • PlanVest Financial held 1,888 shares of FS Credit Opportunities Corp worth $9.42K as of Q2 2026.
  • PlanVest Financial left its FS Credit Opportunities Corp share count unchanged in Q2 2026.
  • FS Credit Opportunities Corp made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #409 holding.
  • PlanVest Financial first reported a position in FS Credit Opportunities Corp in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's FS Credit Opportunities Corp position peaked at $9.63K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.