SWIM
FSSL

Smallwood Wealth Investment Management’s FS Specialty Lending Fund FSSL Stock Holding History

Smallwood Wealth Investment Management’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 		$61.3K Buy
+5,496
New +$64.9K 0.03% 173

Other funds holding FSSL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Smallwood Wealth Investment Management's FSSL Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in FS Specialty Lending Fund (FSSL) in Q2 2026: 5,496 shares worth $61.3K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

93 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,496 shares of FS Specialty Lending Fund worth $61.3K as of Q2 2026.
  • FS Specialty Lending Fund was a new Smallwood Wealth Investment Management position in Q2 2026.
  • FS Specialty Lending Fund made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #173 holding.
  • 93 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.