AWM
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AE Wealth Management’s FS KKR Capital FSK Stock Holding History

AE Wealth Management’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 		$454K Sell
44,589
-15,414
-26% -$193K ﹤0.01% 1158
2025
Q4 		$889K Sell
60,003
-12,157
-17% -$184K 0.01% 844
2025
Q3 		$1.08M Sell
72,160
-202
-0.3% -$3.82K 0.01% 738
2025
Q2 		$1.5M Sell
72,362
-410
-0.6% -$8.36K 0.01% 609
2025
Q1 		$1.52M Sell
72,772
-4,654
-6% -$104K 0.01% 600
2024
Q4 		$1.68M Sell
77,426
-3,143
-4% -$65.9K 0.01% 580
2024
Q3 		$1.59M Sell
80,569
-18,392
-19% -$365K 0.01% 600
2024
Q2 		$1.96M Buy
98,961
+22,149
+29% +$435K 0.02% 525
2024
Q1 		$1.46M Sell
76,812
-901,307
-92% -$17.8M 0.02% 570
2023
Q4 		$20.2M Buy
978,119
+83,288
+9% +$1.64M 0.1% 223
2023
Q3 		$17.6M Buy
894,831
+64,138
+8% +$1.28M 0.11% 210
2023
Q2 		$15.9M Buy
830,693
+27,382
+3% +$518K 0.1% 252
2023
Q1 		$14.9M Buy
803,311
+16,357
+2% +$310K 0.1% 258
2022
Q4 		$13.8M Buy
786,954
+173,853
+28% +$3.23M 0.1% 241
2022
Q3 		$10.4M Buy
613,101
+85,848
+16% +$1.79M 0.08% 254
2022
Q2 		$10.2M Buy
527,253
+22,231
+4% +$471K 0.08% 269
2022
Q1 		$11.5M Sell
505,022
-4,101
-0.8% -$90.9K 0.08% 254
2021
Q4 		$10.7M Buy
509,123
+17,060
+3% +$369K 0.07% 252
2021
Q3 		$10.8M Sell
492,063
-12,753
-3% -$281K 0.09% 229
2021
Q2 		$10.9M Buy
504,816
+428,868
+565% +$9.19M 0.09% 209
2021
Q1 		$1.51M Sell
75,948
-5,192
-6% -$96.6K 0.02% 651
2020
Q4 		$1.34M Buy
81,140
+11,662
+17% +$194K 0.02% 614
2020
Q3 		$1.1M Sell
69,478
-12,033
-15% -$188K 0.02% 611
2020
Q2 		$1.14M Sell
81,511
-687
-0.8% -$9.68K 0.02% 580
2020
Q1 		$986K Sell
82,198
-143,314
-64% -$3.07M 0.02% 493
2019
Q4 		$5.53M Sell
225,512
-13,064
-5% -$312K 0.12% 163
2019
Q3 		$5.56M Buy
238,576
+12,794
+6% +$300K 0.16% 124
2019
Q2 		$5.38M Buy
225,782
+165,460
+274% +$4.07M 0.16% 113
2019
Q1 		$1.46M Buy
60,322
+9,131
+18% +$226K 0.1% 168
2018
Q4 		$1.06M Buy
51,191
+43,271
+546% +$1.08M 0.18% 140
2018
Q3 		$223K Buy
7,920
+658
+9% +$20.1K 0.01% 531
2018
Q2 		$214K Buy
7,262
+3,997
+122% +$122K 0.01% 403
2018
Q1 		$95K Sell
3,265
-746
-19% -$22.2K 0.01% 429
2017
Q4 		$118K Sell
4,011
-21,806
-84% -$701K 0.01% 405
2017
Q3 		$873K Buy
25,817
+1,059
+4% +$36.4K 0.08% 166
2017
Q2 		$906K Buy
+24,758
New +$930K 0.11% 163

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

AE Wealth Management's FSK Position: Q1 2026 in Review

AE Wealth Management reduced its FS KKR Capital (FSK) stake by 26% in Q1 2026, selling an estimated $193K and leaving 44,589 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

AE Wealth Management first reported a position in FSK in Q2 2017 and has held it in 36 quarters since. The position peaked at $20.2M in Q4 2023. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • AE Wealth Management held 44,589 shares of FS KKR Capital worth $454K as of Q1 2026.
  • AE Wealth Management sold 15,414 FS KKR Capital shares in Q1 2026, an estimated $193K.
  • FS KKR Capital made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1158 holding.
  • AE Wealth Management first reported a position in FS KKR Capital in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's FS KKR Capital position peaked at $20.2M in Q4 2023.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.