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Beacon Financial Advisory’s FS KKR Capital FSK Stock Holding History

Beacon Financial Advisory’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 		$643K Buy
61,266
+1,000
+2% +$10.8K 0.13% 201
2026
Q1 		$614K Sell
60,266
-2,382
-4% -$29.8K 0.14% 191
2025
Q4 		$928K Sell
62,648
-28,454
-31% -$431K 0.22% 124
2025
Q3 		$1.36M Sell
91,102
-1,107
-1% -$21K 0.32% 79
2025
Q2 		$1.91M Buy
92,209
+27,852
+43% +$568K 0.49% 38
2025
Q1 		$1.35M Sell
64,357
-1,578
-2% -$35.3K 0.41% 53
2024
Q4 		$1.43M Sell
65,935
-944
-1% -$19.8K 0.47% 50
2024
Q3 		$1.32M Buy
66,879
+304
+0.5% +$6.04K 0.45% 52
2024
Q2 		$1.31M Buy
66,575
+2,926
+5% +$57.5K 0.49% 48
2024
Q1 		$1.21M Buy
63,649
+1,090
+2% +$21.6K 0.59% 33
2023
Q4 		$1.25M Buy
62,559
+2,281
+4% +$44.8K 0.6% 39
2023
Q3 		$1.19M Buy
60,278
+572
+1% +$11.4K 0.66% 38
2023
Q2 		$1.15M Buy
59,706
+1,410
+2% +$26.7K 0.66% 37
2023
Q1 		$1.08M Buy
58,296
+908
+2% +$17.2K 0.69% 39
2022
Q4 		$1M Sell
57,388
-2,650
-4% -$49.3K 0.72% 40
2022
Q3 		$1.02M Sell
60,038
-2,711
-4% -$56.5K 0.73% 39
2022
Q2 		$1.22M Buy
62,749
+886
+1% +$18.8K 0.69% 39
2022
Q1 		$1.41M Buy
61,863
+2,023
+3% +$44.8K 0.67% 41
2021
Q4 		$1.25M Sell
59,840
-1,199
-2% -$25.9K 0.58% 48
2021
Q3 		$1.34M Buy
61,039
+2,255
+4% +$49.8K 0.7% 34
2021
Q2 		$1.26M Buy
+58,784
New +$1.26M 0.68% 37
2020
Q2 		– Sell
-13,909
Closed -$166K – 150
2020
Q1 		$166K Sell
13,909
-153
-1% -$3.27K 0.21% 127
2019
Q4 		$344K Buy
+14,062
New +$336K 0.29% 100

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Beacon Financial Advisory's FSK Position: Q2 2026 in Review

Beacon Financial Advisory increased its FS KKR Capital (FSK) stake by 1.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 61,266 shares worth $643K. The position accounts for 0.13% of the portfolio, ranked #201.

Beacon Financial Advisory first reported a position in FSK in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.91M in Q2 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Beacon Financial Advisory held 61,266 shares of FS KKR Capital worth $643K as of Q2 2026.
  • Beacon Financial Advisory bought 1,000 FS KKR Capital shares in Q2 2026, an estimated $10.8K.
  • FS KKR Capital made up 0.13% of Beacon Financial Advisory's portfolio in Q2 2026, its #201 holding.
  • Beacon Financial Advisory first reported a position in FS KKR Capital in Q4 2019 and has held it in 23 quarters since.
  • Beacon Financial Advisory's FS KKR Capital position peaked at $1.91M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.