SWP
FSSL

Strategic Wealth Partners’s FS Specialty Lending Fund FSSL Stock Holding History

Strategic Wealth 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
Q2 		– Sell
-4,384
Closed -$54.8K – 1573
2026
Q1 		$54.8K Sell
4,384
-2,913
-40% -$38K ﹤0.01% 498
2025
Q4 		$103K Buy
+7,297
New +$99.8K 0.01% 399

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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's FSSL Position: Q2 2026 in Review

Strategic Wealth Partners sold out of FS Specialty Lending Fund (FSSL) in Q2 2026, closing a stake of 4,384 shares — an estimated $54.8K sold.

Strategic Wealth Partners first reported a position in FSSL in Q4 2025 and held it in 2 quarters. The position peaked at $103K in Q4 2025. 257 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Strategic Wealth Partners reported no remaining FS Specialty Lending Fund position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 4,384 FS Specialty Lending Fund shares in Q2 2026, an estimated $54.8K.
  • Strategic Wealth Partners first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's FS Specialty Lending Fund position peaked at $103K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.