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

Aviso 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	$853K	Sell	83,801 -5,857	-7%	-$73.3K	0.38%	57
2025 Q4	$1.33M	Sell	89,658 -87	-0.1%	-$1.32K	0.56%	43
2025 Q3	$1.34M	Sell	89,745 -1,677	-2%	-$31.7K	0.58%	44
2025 Q2	$1.9M	Sell	91,422 -2,528	-3%	-$51.5K	0.89%	26
2025 Q1	$1.97M	Buy	93,950 +884	+0.9%	+$19.8K	1.05%	21
2024 Q4	$2.02M	Sell	93,066 -6,369	-6%	-$134K	1.03%	18
2024 Q3	$1.96M	Sell	99,435 -56,500	-36%	-$1.12M	1.06%	23
2024 Q2	$3.08M	Sell	155,935 -10,488	-6%	-$206K	1.83%	8
2024 Q1	$3.17M	Buy	166,423 +15,913	+11%	+$315K	2%	8
2023 Q4	$3.01M	Buy	+150,510	New	+$2.96M	2.18%	8

Other funds holding FSK

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $258M AUM 20.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Aviso Wealth Management reduced its FS KKR Capital (FSK) stake by 6.5% in Q1 2026, selling an estimated $73.3K and leaving 83,801 shares worth $853K. The position accounts for 0.38% of the portfolio, ranked #57.

Aviso Wealth Management first reported a position in FSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.17M in Q1 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Aviso Wealth Management held 83,801 shares of FS KKR Capital worth $853K as of Q1 2026.
Aviso Wealth Management sold 5,857 FS KKR Capital shares in Q1 2026, an estimated $73.3K.
FS KKR Capital made up 0.38% of Aviso Wealth Management's portfolio in Q1 2026, its #57 holding.
Aviso Wealth Management first reported a position in FS KKR Capital in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's FS KKR Capital position peaked at $3.17M in Q1 2024.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.