WP
FSSL

WealthPLAN Partners’s FS Specialty Lending Fund FSSL Stock Holding History

WealthPLAN 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 		$137K Sell
12,287
-1,108
-8% -$13.1K 0.03% 221
2026
Q1 		$168K Sell
13,395
-2,806
-17% -$36.6K 0.03% 214
2025
Q4 		$229K Buy
+16,201
New +$222K 0.03% 254

Other funds holding FSSL

Nomura Holdings
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
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

WealthPLAN Partners's FSSL Position: Q2 2026 in Review

WealthPLAN Partners reduced its FS Specialty Lending Fund (FSSL) stake by 8.3% in Q2 2026, selling an estimated $13.1K and leaving 12,287 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #221.

WealthPLAN Partners first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 258 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • WealthPLAN Partners held 12,287 shares of FS Specialty Lending Fund worth $137K as of Q2 2026.
  • WealthPLAN Partners sold 1,108 FS Specialty Lending Fund shares in Q2 2026, an estimated $13.1K.
  • FS Specialty Lending Fund made up 0.03% of WealthPLAN Partners's portfolio in Q2 2026, its #221 holding.
  • WealthPLAN Partners first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • WealthPLAN Partners's FS Specialty Lending Fund position peaked at $229K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.