Patriot Financial Group Insurance Agency, LLC
InsurancePosition in FSCO — FS Credit Opportunities Corp.
CIK 1694883
Westborough, MA
Position in FSCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,737,817
-$2,032,123 QoQ
Shares Held
348,260
-52.9% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#34
of 261 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSCO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $8,524,096 across 17 Asset Management names. FSCO ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
This page
|
348,260 | $1,737,817 | |
| 2 | BLK |
BlackRock, Inc.
|
1,146 | $1,101,947 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,090 | $1,067,990 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,722 | $991,604 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,466 | $474,686 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,004 | $460,595 | |
| 7 | BX |
Blackstone Inc.
|
3,563 | $419,258 | |
| 8 | JRI |
Nuveen Real Asset Income & Growth Fund
|
23,241 | $301,203 |
All Filings in FSCO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,817 | 348,260 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||