Root Financial Partners’s FS Specialty Lending Fund FSSL Stock Holding History

Root Financial Partners’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 Q3	$7K	Buy	+602	New	+$6.88K	﹤0.01%	2087

Other funds holding FSSL

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $76.5M AUM 19.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's FSSL Position: Q3 2026 in Review

Root Financial Partners opened a new position in FS Specialty Lending Fund (FSSL) in Q3 2026: 602 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings.

199 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

Root Financial Partners held 602 shares of FS Specialty Lending Fund worth $7K as of Q3 2026.
FS Specialty Lending Fund was a new Root Financial Partners position in Q3 2026.
FS Specialty Lending Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2087 holding.
199 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.