West Financial Advisors, LLC
Position in FSSL — FS Specialty Lending Fund
CIK 1843684
DES MOINES, IA
Position in FSSL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,686
-$694 QoQ
Shares Held
510
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026West Financial Advisors, LLC holds $497,850 across 11 Asset Management names. FSSL ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
3,705 | $214,173 | |
| 2 | PFG |
Principal Financial Group Inc
|
1,511 | $162,855 | |
| 3 | TROW |
Price T Rowe Group Inc
|
736 | $83,675 | |
| 4 | BX |
Blackstone Inc.
|
176 | $20,709 | |
| 5 | FSSL |
FS Specialty Lending Fund
This page
|
510 | $5,686 | |
| 6 | APO |
Apollo Global Management, Inc.
|
46 | $5,442 | |
| 7 | PNNT |
Pennantpark Investment Corp
|
404 | $1,401 | |
| 8 | SAR |
Saratoga Investment Corp.
|
57 | $1,271 |
All Filings in FSSL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,686 | 510 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,380 | 510 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,451 | 1,022 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||