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Adapt Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Adapt Wealth 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
Q1 		$2.19M Buy
214,846
+47,036
+28% +$589K 0.79% 28
2025
Q4 		$2.49M Sell
167,810
-11,868
-7% -$180K 0.86% 26
2025
Q3 		$2.68M Buy
+179,678
New +$3.4M 0.99% 24

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Adapt Wealth Advisors's FSK Position: Q1 2026 in Review

Adapt Wealth Advisors increased its FS KKR Capital (FSK) stake by 28% in Q1 2026, buying an estimated $589K and bringing the position to 214,846 shares worth $2.19M. The position accounts for 0.79% of the portfolio, ranked #28.

Adapt Wealth Advisors first reported a position in FSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.68M in Q3 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Adapt Wealth Advisors held 214,846 shares of FS KKR Capital worth $2.19M as of Q1 2026.
  • Adapt Wealth Advisors bought 47,036 FS KKR Capital shares in Q1 2026, an estimated $589K.
  • FS KKR Capital made up 0.79% of Adapt Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • Adapt Wealth Advisors first reported a position in FS KKR Capital in Q3 2025 and has held it in 3 quarters since.
  • Adapt Wealth Advisors's FS KKR Capital position peaked at $2.68M in Q3 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.