Blue Bell Private Wealth Management’s FS KKR Capital FSK Stock Holding History

Blue Bell Private 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	$504	Buy	+48	New	+$516	﹤0.01%	694
2026 Q1	–	Sell	-3,621	Closed	-$53.6K	–	740
2025 Q4	$53.6K	Sell	3,621 -1,013	-22%	-$15.4K	0.01%	402
2025 Q3	$69.2K	Hold	4,634	–	–	0.01%	361
2025 Q2	$96.2K	Hold	4,634	–	–	0.02%	312
2025 Q1	$97.1K	Hold	4,634	–	–	0.02%	293
2024 Q4	$101K	Hold	4,634	–	–	0.02%	273
2024 Q3	$91.4K	Sell	4,634 -1,000	-18%	-$19.9K	0.02%	285
2024 Q2	$111K	Buy	5,634 +2,602	+86%	+$51.1K	0.02%	262
2024 Q1	$57.8K	Hold	3,032	–	–	0.01%	331
2023 Q4	$60.5K	Hold	3,032	–	–	0.01%	299
2023 Q3	$59.7K	Hold	3,032	–	–	0.02%	250
2023 Q2	$58.2K	Hold	3,032	–	–	0.02%	241
2023 Q1	$56.1K	Hold	3,032	–	–	0.02%	219
2022 Q4	$53.1K	Hold	3,032	–	–	0.02%	211
2022 Q3	$51K	Hold	3,032	–	–	0.02%	210
2022 Q2	$59K	Hold	3,032	–	–	0.02%	202
2022 Q1	$69K	Buy	+3,032	New	+$67.2K	0.02%	194

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

Blue Bell Private Wealth Management's FSK Position: Q2 2026 in Review

Blue Bell Private Wealth Management opened a new position in FS KKR Capital (FSK) in Q2 2026: 48 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Blue Bell Private Wealth Management previously reported a position in FSK as recently as Q4 2025.

Blue Bell Private Wealth Management first reported a position in FSK in Q1 2022 and has held it in 17 quarters since. The position peaked at $111K in Q2 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Blue Bell Private Wealth Management held 48 shares of FS KKR Capital worth $504 as of Q2 2026.
FS KKR Capital was a new Blue Bell Private Wealth Management position in Q2 2026.
FS KKR Capital made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #694 holding.
Blue Bell Private Wealth Management first reported a position in FS KKR Capital in Q1 2022 and has held it in 17 quarters since.
Blue Bell Private Wealth Management's FS KKR Capital position peaked at $111K in Q2 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.