WFA
FSSL

West Financial Advisors’s FS Specialty Lending Fund FSSL Stock Holding History

West Financial Advisors’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 		$5.69K Hold
510
– – ﹤0.01% 150
2026
Q1 		$6.38K Sell
510
-512
-50% -$6.67K ﹤0.01% 147
2025
Q4 		$14.5K Buy
+1,022
New +$14K ﹤0.01% 134

Other funds holding FSSL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

West Financial Advisors's FSSL Position: Q2 2026 in Review

West Financial Advisors held its FS Specialty Lending Fund (FSSL) position steady in Q2 2026 at 510 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

West Financial Advisors first reported a position in FSSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q4 2025. 37 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • West Financial Advisors held 510 shares of FS Specialty Lending Fund worth $5.69K as of Q2 2026.
  • West Financial Advisors left its FS Specialty Lending Fund share count unchanged in Q2 2026.
  • FS Specialty Lending Fund made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • West Financial Advisors first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 3 quarters since.
  • West Financial Advisors's FS Specialty Lending Fund position peaked at $14.5K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.