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Alliance Wealth Advisors (Pennsylvania)’s FS KKR Capital FSK Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$191K Buy
18,173
+161
+0.9% +$1.73K 0.06% 167
2026
Q1 		$183K Hold
18,012
– – 0.08% 154
2025
Q4 		$267K Buy
18,012
+291
+2% +$4.41K 0.12% 134
2025
Q3 		$265K Buy
17,721
+10
+0.1% +$189 0.12% 132
2025
Q2 		$368K Buy
17,711
+9
+0.1% +$183 0.19% 98
2025
Q1 		$371K Hold
17,702
– – 0.21% 92
2024
Q4 		$384K Buy
17,702
+18
+0.1% +$378 0.22% 86
2024
Q3 		$349K Buy
17,684
+8
+0% +$159 0.2% 96
2024
Q2 		$349K Buy
17,676
+9
+0.1% +$177 0.22% 88
2024
Q1 		$337K Sell
17,667
-341
-2% -$6.75K 0.21% 95
2023
Q4 		$360K Buy
18,008
+21
+0.1% +$413 0.24% 83
2023
Q3 		$354K Buy
+17,987
New +$360K 0.26% 79
2022
Q2 		– Sell
-8,932
Closed -$204K – 115
2022
Q1 		$204K Sell
8,932
-2,318
-21% -$51.4K 0.17% 113
2021
Q4 		$236K Hold
11,250
– – 0.19% 97
2021
Q3 		$248K Sell
11,250
-3,594
-24% -$79.3K 0.22% 90
2021
Q2 		$319K Buy
+14,844
New +$318K 0.29% 79

Other funds holding FSK

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s FSK Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its FS KKR Capital (FSK) stake by 0.89% in Q2 2026, buying an estimated $1.73K and bringing the position to 18,173 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #167.

Alliance Wealth Advisors (Pennsylvania) first reported a position in FSK in Q2 2021 and has held it in 16 quarters since. The position peaked at $384K in Q4 2024. 159 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 18,173 shares of FS KKR Capital worth $191K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 161 FS KKR Capital shares in Q2 2026, an estimated $1.73K.
  • FS KKR Capital made up 0.06% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #167 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in FS KKR Capital in Q2 2021 and has held it in 16 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s FS KKR Capital position peaked at $384K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.