United Financial Planning Group’s FS Specialty Lending Fund FSSL Stock Holding History

United Financial Planning Group’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	$40.7K	Buy	+3,651	New	+$43.1K	0.02%	112
2026 Q1	–	Sell	-3,651	Closed	-$51.6K	–	659
2025 Q4	$51.6K	Buy	+3,651	New	+$49.9K	0.03%	89

Other funds holding FSSL

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

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

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 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

United Financial Planning Group's FSSL Position: Q2 2026 in Review

United Financial Planning Group opened a new position in FS Specialty Lending Fund (FSSL) in Q2 2026: 3,651 shares worth $40.7K. The stake represents 0.02% of the portfolio and ranks #112 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in FSSL as recently as Q4 2025.

United Financial Planning Group first reported a position in FSSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $51.6K in Q4 2025. 257 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

United Financial Planning Group held 3,651 shares of FS Specialty Lending Fund worth $40.7K as of Q2 2026.
FS Specialty Lending Fund was a new United Financial Planning Group position in Q2 2026.
FS Specialty Lending Fund made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #112 holding.
United Financial Planning Group first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 2 quarters since.
United Financial Planning Group's FS Specialty Lending Fund position peaked at $51.6K in Q4 2025.
257 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.