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Richardson Financial Services’s FS Specialty Lending Fund FSSL Stock Holding History

Richardson Financial Services’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
Q1 		– Sell
-2,576
Closed -$36.4K – 664
2025
Q4 		$36.4K Buy
+2,576
New +$35.2K 0.01% 333

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SIA
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RCM
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Envestnet Asset Management
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GGH
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richardson Financial Services's FSSL Position: Q1 2026 in Review

Richardson Financial Services sold out of FS Specialty Lending Fund (FSSL) in Q1 2026, closing a stake of 2,576 shares — an estimated $36.4K sold.

Richardson Financial Services first reported a position in FSSL in Q4 2025 and held it in 1 quarter. The position peaked at $36.4K in Q4 2025. 250 funds tracked by Wall St. Rank hold FSSL as of Q1 2026.

  • Richardson Financial Services reported no remaining FS Specialty Lending Fund position as of Q1 2026 after selling out during the quarter.
  • Richardson Financial Services sold 2,576 FS Specialty Lending Fund shares in Q1 2026, an estimated $36.4K.
  • Richardson Financial Services first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 1 quarter.
  • Richardson Financial Services's FS Specialty Lending Fund position peaked at $36.4K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.