Aventura Private Wealth’s FS KKR Capital FSK Stock Holding History

Aventura Private Wealth’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	$74.7K	Sell	7,111 -500	-7%	-$5.38K	0.02%	293
2026 Q1	$77.5K	Hold	7,611	–	–	0.03%	257
2025 Q4	$113K	Buy	7,611 +500	+7%	+$7.58K	0.04%	204
2025 Q3	$106K	Hold	7,111	–	–	0.04%	214
2025 Q2	$148K	Hold	7,111	–	–	0.06%	168
2025 Q1	$149K	Hold	7,111	–	–	0.08%	158
2024 Q4	$154K	Buy	+7,111	New	+$149K	0.08%	150

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

Aventura Private Wealth's FSK Position: Q2 2026 in Review

Aventura Private Wealth reduced its FS KKR Capital (FSK) stake by 6.6% in Q2 2026, selling an estimated $5.38K and leaving 7,111 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #293.

Aventura Private Wealth first reported a position in FSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $154K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Aventura Private Wealth held 7,111 shares of FS KKR Capital worth $74.7K as of Q2 2026.
Aventura Private Wealth sold 500 FS KKR Capital shares in Q2 2026, an estimated $5.38K.
FS KKR Capital made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #293 holding.
Aventura Private Wealth first reported a position in FS KKR Capital in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's FS KKR Capital position peaked at $154K in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.