Patriot Financial Group Insurance Agency, LLC
InsurancePosition in FSCO — FS Credit Opportunities Corp.
CIK 1694883
Westborough, MA
Position in FSCO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,769,940
+$1,509,173 QoQ
Shares Held
739,204
+106.0% QoQ
Ownership
0.365%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FSCO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Patriot Financial Group Insurance Agency, LLC holds $19,179,242 across 31 Asset Management names. FSCO ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
This page
|
739,204 | $3,769,940 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
177,214 | $2,943,524 | |
| 3 | BLK |
BlackRock, Inc.
|
2,248 | $2,161,924 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,008 | $892,355 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
51,232 | $823,298 | |
| 6 | BX |
Blackstone Inc.
|
6,572 | $755,714 | |
| 7 | GLO |
Clough Global Opportunities Fund
|
110,204 | $613,836 | |
| 8 | CEE |
Central & Eastern Europe Fund, Inc.
|
31,768 | $581,354 |
All Filings in FSCO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,769,940 | 739,204 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,260,767 | 358,852 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,425,223 | 350,973 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,577,597 | 355,041 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,083,606 | 295,547 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,965,421 | 288,185 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,636,445 | 257,708 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,252,373 | 196,605 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $880,148 | 148,423 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $577,234 | 101,805 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $604,449 | 111,522 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $572,565 | 120,540 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $633,756 | 142,738 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||