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

BCS 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	$141K	Buy	13,421 +171	+1%	+$1.84K	0.03%	270
2026 Q1	$135K	Sell	13,250 -13,250	-50%	-$166K	0.03%	248
2025 Q4	$392K	Buy	26,500 +13,409	+102%	+$203K	0.04%	252
2025 Q3	$195K	Hold	13,091	–	–	0.04%	245
2025 Q2	$272K	Hold	13,091	–	–	0.06%	210
2025 Q1	$274K	Sell	13,091 -358	-3%	-$8K	0.07%	208
2024 Q4	$292K	Buy	+13,449	New	+$282K	0.07%	201
2024 Q2	–	Sell	-13,449	Closed	-$256K	–	173
2024 Q1	$256K	Hold	13,449	–	–	0.08%	203
2023 Q4	$269K	Hold	13,449	–	–	0.1%	177
2023 Q3	$265K	Buy	+13,449	New	+$269K	0.11%	162
2023 Q1	–	Sell	-13,675	Closed	-$239K	–	173
2022 Q4	$239K	Hold	13,675	–	–	0.1%	170
2022 Q3	$232K	Hold	13,675	–	–	0.11%	158
2022 Q2	$266K	Hold	13,675	–	–	0.12%	144
2022 Q1	$312K	Hold	13,675	–	–	0.13%	145
2021 Q4	$286K	Hold	13,675	–	–	0.1%	166
2021 Q3	$301K	Sell	13,675 -178	-1%	-$3.93K	0.13%	135
2021 Q2	$298K	Buy	+13,853	New	+$297K	0.16%	119
2020 Q4	–	Sell	-10,550	Closed	-$167K	–	146
2020 Q3	$167K	Hold	10,550	–	–	0.09%	124
2020 Q2	$148K	Hold	10,550	–	–	0.09%	118
2020 Q1	$127K	Buy	+10,550	New	+$226K	0.09%	103

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

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

BCS Wealth Management increased its FS KKR Capital (FSK) stake by 1.3% in Q2 2026, buying an estimated $1.84K and bringing the position to 13,421 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #270.

BCS Wealth Management first reported a position in FSK in Q1 2020 and has held it in 20 quarters since. The position peaked at $392K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

BCS Wealth Management held 13,421 shares of FS KKR Capital worth $141K as of Q2 2026.
BCS Wealth Management bought 171 FS KKR Capital shares in Q2 2026, an estimated $1.84K.
FS KKR Capital made up 0.03% of BCS Wealth Management's portfolio in Q2 2026, its #270 holding.
BCS Wealth Management first reported a position in FS KKR Capital in Q1 2020 and has held it in 20 quarters since.
BCS Wealth Management's FS KKR Capital position peaked at $392K in Q4 2025.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.