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
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 $71.6B AUM 21.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial's FSCO Position: Q1 2026 in Review

Summit Financial increased its FS Credit Opportunities Corp (FSCO) stake by 7.6% in Q1 2026, buying an estimated $460K and bringing the position to 1,148,557 shares worth $5.86M. The position accounts for 0.07% of the portfolio, ranked #275.

Summit Financial first reported a position in FSCO in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.59M in Q3 2025. 276 funds tracked by Wall St. Rank hold FSCO as of Q1 2026.

  • Summit Financial held 1,148,557 shares of FS Credit Opportunities Corp worth $5.86M as of Q1 2026.
  • Summit Financial bought 81,377 FS Credit Opportunities Corp shares in Q1 2026, an estimated $460K.
  • FS Credit Opportunities Corp made up 0.07% of Summit Financial's portfolio in Q1 2026, its #275 holding.
  • Summit Financial first reported a position in FS Credit Opportunities Corp in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's FS Credit Opportunities Corp position peaked at $7.59M in Q3 2025.
  • 276 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.