Aries Wealth Management’s FS KKR Capital FSK Stock Holding History

Aries 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 Q2	$156K	Hold	14,890	–	–	0.03%	232
2026 Q1	$152K	Sell	14,890 -7,675	-34%	-$96K	0.03%	224
2025 Q4	$334K	Sell	22,565 -1,000	-4%	-$15.2K	0.07%	180
2025 Q3	$352K	Buy	23,565 +700	+3%	+$13.3K	0.08%	173
2025 Q2	$474K	Hold	22,865	–	–	0.12%	142
2025 Q1	$479K	Hold	22,865	–	–	0.13%	139
2024 Q4	$497K	Hold	22,865	–	–	0.14%	140
2024 Q3	$451K	Hold	22,865	–	–	0.12%	145
2024 Q2	$451K	Hold	22,865	–	–	0.14%	128
2024 Q1	$436K	Sell	22,865 -1,000	-4%	-$19.8K	0.14%	133
2023 Q4	$477K	Hold	23,865	–	–	0.17%	124
2023 Q3	$469K	Hold	23,865	–	–	0.18%	121
2023 Q2	$458K	Hold	23,865	–	–	0.18%	122
2023 Q1	$442K	Hold	23,865	–	–	0.18%	122
2022 Q4	$418K	Sell	23,865 -2,175	-8%	-$40.4K	0.18%	119
2022 Q3	$500K	Hold	26,040	–	–	0.22%	104
2022 Q2	$506K	Buy	+26,040	New	+$552K	0.23%	98
2022 Q1	–	Sell	-22,040	Closed	-$462K	–	123
2021 Q4	$462K	Buy	22,040 +5,440	+33%	+$118K	0.18%	117
2021 Q3	$366K	Hold	16,600	–	–	0.15%	128
2021 Q2	$357K	Hold	16,600	–	–	0.15%	128
2021 Q1	$338K	Buy	+16,600	New	+$309K	0.15%	125

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aries Wealth Management's FSK Position: Q2 2026 in Review

Aries Wealth Management held its FS KKR Capital (FSK) position steady in Q2 2026 at 14,890 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #232.

Aries Wealth Management first reported a position in FSK in Q1 2021 and has held it in 21 quarters since. The position peaked at $506K in Q2 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Aries Wealth Management held 14,890 shares of FS KKR Capital worth $156K as of Q2 2026.
Aries Wealth Management left its FS KKR Capital share count unchanged in Q2 2026.
FS KKR Capital made up 0.03% of Aries Wealth Management's portfolio in Q2 2026, its #232 holding.
Aries Wealth Management first reported a position in FS KKR Capital in Q1 2021 and has held it in 21 quarters since.
Aries Wealth Management's FS KKR Capital position peaked at $506K in Q2 2022.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.