SF
FSCO

Summit Financial’s FS Credit Opportunities Corp FSCO Stock Holding History

Summit Financial’s Portfolio FSCO Stock Details FSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.8M Buy
1,162,973
+14,416
+1% +$72.4K 0.06% 311
2026
Q1 		$5.86M Buy
1,148,557
+81,377
+8% +$460K 0.07% 275
2025
Q4 		$6.72M Sell
1,067,180
-31,281
-3% -$200K 0.1% 203
2025
Q3 		$7.59M Buy
+1,098,461
New +$8.05M 0.12% 166

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Summit Financial's FSCO Position: Q2 2026 in Review

Summit Financial increased its FS Credit Opportunities Corp (FSCO) stake by 1.3% in Q2 2026, buying an estimated $72.4K and bringing the position to 1,162,973 shares worth $5.8M. The position accounts for 0.06% of the portfolio, ranked #311.

Summit Financial first reported a position in FSCO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.59M in Q3 2025. 261 funds tracked by Wall St. Rank hold FSCO as of Q2 2026.

  • Summit Financial held 1,162,973 shares of FS Credit Opportunities Corp worth $5.8M as of Q2 2026.
  • Summit Financial bought 14,416 FS Credit Opportunities Corp shares in Q2 2026, an estimated $72.4K.
  • FS Credit Opportunities Corp made up 0.06% of Summit Financial's portfolio in Q2 2026, its #311 holding.
  • Summit Financial first reported a position in FS Credit Opportunities Corp in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's FS Credit Opportunities Corp position peaked at $7.59M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.