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AA Financial Advisors’s FS KKR Capital FSK Stock Holding History

AA Financial Advisors’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,226
Closed -$257K – 235
2026
Q1 		$257K Sell
25,226
-75,658
-75% -$947K 0.04% 198
2025
Q4 		$1.49M Sell
100,884
-84,975
-46% -$1.29M 0.28% 65
2025
Q3 		$2.77M Buy
185,859
+37,001
+25% +$700K 0.55% 44
2025
Q2 		$3.09M Buy
148,858
+15,248
+11% +$311K 0.67% 38
2025
Q1 		$2.8M Buy
133,610
+22,454
+20% +$502K 0.68% 38
2024
Q4 		$2.41M Buy
111,156
+11,727
+12% +$246K 0.64% 40
2024
Q3 		$1.96M Buy
99,429
+14,712
+17% +$292K 0.57% 43
2024
Q2 		$1.67M Buy
84,717
+11,072
+15% +$218K 0.59% 43
2024
Q1 		$1.4M Buy
73,645
+28,862
+64% +$571K 0.57% 49
2023
Q4 		$894K Buy
+44,783
New +$880K 0.6% 36

Other funds holding FSK

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AA Financial Advisors's FSK Position: Q2 2026 in Review

AA Financial Advisors sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 25,226 shares — an estimated $257K sold.

AA Financial Advisors first reported a position in FSK in Q4 2023 and held it in 10 quarters. The position peaked at $3.09M in Q2 2025. 67 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • AA Financial Advisors reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • AA Financial Advisors sold 25,226 FS KKR Capital shares in Q2 2026, an estimated $257K.
  • AA Financial Advisors first reported a position in FS KKR Capital in Q4 2023 and held it in 10 quarters.
  • AA Financial Advisors's FS KKR Capital position peaked at $3.09M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.