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

Sowell 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 Q2	–	Sell	-10,307	Closed	-$129K	–	1243
2026 Q1	$129K	Sell	10,307 -1,276	-11%	-$16.6K	﹤0.01%	1088
2025 Q4	$164K	Buy	+11,583	New	+$158K	0.01%	1052

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TJHA

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OHA

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RCM

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SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's FSSL Position: Q2 2026 in Review

Sowell Financial Services sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 10,307 shares — an estimated $129K sold.

Sowell Financial Services first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $164K in Q4 2025. 259 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

Sowell Financial Services reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
Sowell Financial Services sold 10,307 FS Specialty Lending Fund shares in Q2 2026, an estimated $129K.
Sowell Financial Services first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
Sowell Financial Services's FS Specialty Lending Fund position peaked at $164K in Q4 2025.
259 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.