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Avion Wealth’s FS KKR Capital FSK Stock Holding History

Avion 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
Q3 		$5K Hold
500
– – ﹤0.01% 761
2026
Q2 		$5K Buy
+500
New +$5.38K ﹤0.01% 789
2021
Q2 		– Sell
-339
Closed -$7K – 385
2021
Q1 		$7K Sell
339
-2,074
-86% -$38.6K ﹤0.01% 238
2020
Q4 		$40K Hold
2,413
– – 0.01% 132
2020
Q3 		$38K Hold
2,413
– – 0.01% 102
2020
Q2 		$34K Hold
2,413
– – 0.01% 107
2020
Q1 		$29K Buy
+2,413
New +$51.7K 0.01% 108

Other funds holding FSK

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Avion Wealth's FSK Position: Q3 2026 in Review

Avion Wealth held its FS KKR Capital (FSK) position steady in Q3 2026 at 500 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Avion Wealth first reported a position in FSK in Q1 2020 and has held it in 7 quarters since. The position peaked at $40K in Q4 2020. 262 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Avion Wealth held 500 shares of FS KKR Capital worth $5K as of Q3 2026.
  • Avion Wealth left its FS KKR Capital share count unchanged in Q3 2026.
  • FS KKR Capital made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #761 holding.
  • Avion Wealth first reported a position in FS KKR Capital in Q1 2020 and has held it in 7 quarters since.
  • Avion Wealth's FS KKR Capital position peaked at $40K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.