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 Q3	$815K	Sell	74,133 -3,265	-4%	-$37.4K	0.31%	68
2026 Q2	$813K	Sell	77,398 -6,403	-8%	-$68.9K	0.28%	70
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aviso Wealth Management's FSK Position: Q3 2026 in Review

Aviso Wealth Management reduced its FS KKR Capital (FSK) stake by 4.2% in Q3 2026, selling an estimated $37.4K and leaving 74,133 shares worth $815K. The position accounts for 0.31% of the portfolio, ranked #68.

Aviso Wealth Management first reported a position in FSK in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.17M in Q1 2024. 216 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

Aviso Wealth Management held 74,133 shares of FS KKR Capital worth $815K as of Q3 2026.
Aviso Wealth Management sold 3,265 FS KKR Capital shares in Q3 2026, an estimated $37.4K.
FS KKR Capital made up 0.31% of Aviso Wealth Management's portfolio in Q3 2026, its #68 holding.
Aviso Wealth Management first reported a position in FS KKR Capital in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's FS KKR Capital position peaked at $3.17M in Q1 2024.
216 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

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