SAG
FSSL icon

SageView Advisory Group’s FS Specialty Lending Fund FSSL Stock Holding History

SageView Advisory Group’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
-4,022
Closed -$56.9K – 2613
2025
Q4 		$56.9K Buy
+4,022
New +$55K ﹤0.01% 1025

Other funds holding FSSL

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's FSSL Position: Q1 2026 in Review

SageView Advisory Group sold out of FS Specialty Lending Fund (FSSL) in Q1 2026, closing a stake of 4,022 shares — an estimated $56.9K sold.

SageView Advisory Group first reported a position in FSSL in Q4 2025 and held it in 1 quarter. The position peaked at $56.9K in Q4 2025. 250 funds tracked by Wall St. Rank hold FSSL as of Q1 2026.

  • SageView Advisory Group reported no remaining FS Specialty Lending Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4,022 FS Specialty Lending Fund shares in Q1 2026, an estimated $56.9K.
  • SageView Advisory Group first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FS Specialty Lending Fund position peaked at $56.9K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.