Pacific Excel Wealth Advisors, Inc.
Position in FSCO — FS Credit Opportunities Corp.
CIK 2110884
WALNUT CREEK, CA
Position in FSCO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$107,913
New position
Shares Held
21,626
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#157
of 261 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $1,094,815 across 2 Asset Management names. FSCO ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
5,819 | $986,902 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
This page
|
21,626 | $107,913 |
All Filings in FSCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,913 | 21,626 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||