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Advocate Investing Services’s FS KKR Capital FSK Stock Holding History

Advocate Investing Services’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 		$42K Hold
4,000
– – 0.03% 180
2026
Q1 		$40.7K Hold
4,000
– – 0.03% 163
2025
Q4 		$59.2K Buy
+4,000
New +$60.6K 0.05% 134

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LPL Financial
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SCM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Advocate Investing Services's FSK Position: Q2 2026 in Review

Advocate Investing Services held its FS KKR Capital (FSK) position steady in Q2 2026 at 4,000 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #180.

Advocate Investing Services first reported a position in FSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $59.2K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Advocate Investing Services held 4,000 shares of FS KKR Capital worth $42K as of Q2 2026.
  • Advocate Investing Services left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up 0.03% of Advocate Investing Services's portfolio in Q2 2026, its #180 holding.
  • Advocate Investing Services first reported a position in FS KKR Capital in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's FS KKR Capital position peaked at $59.2K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.