BAWC
FSK icon

Boyce & Associates Wealth Consulting’s FS KKR Capital FSK Stock Holding History

Boyce & Associates Wealth Consulting’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 		$371K Buy
35,298
+50
+0.1% +$538 0.26% 57
2026
Q1 		$359K Hold
35,248
– – 0.27% 59
2025
Q4 		$522K Hold
35,248
– – 0.44% 41
2025
Q3 		$526K Hold
35,248
– – 0.43% 41
2025
Q2 		$731K Hold
35,248
– – 0.67% 32
2025
Q1 		$738K Hold
35,248
– – 0.74% 29
2024
Q4 		$766K Hold
35,248
– – 0.77% 30
2024
Q3 		$695K Buy
35,248
+300
+0.9% +$5.96K 0.72% 29
2024
Q2 		$690K Sell
34,948
-125
-0.4% -$2.46K 0.81% 27
2024
Q1 		$669K Hold
35,073
– – 0.86% 22
2023
Q4 		$700K Sell
35,073
-42
-0.1% -$825 1.02% 17
2023
Q3 		$691K Hold
35,115
– – 1.15% 16
2023
Q2 		$674K Hold
35,115
– – 1.13% 17
2023
Q1 		$652K Buy
35,115
+200
+0.6% +$3.79K 1.17% 20
2022
Q4 		$611K Sell
34,915
-1,065
-3% -$19.8K 1.17% 16
2022
Q3 		$610K Buy
35,980
+34
+0.1% +$709 1.26% 17
2022
Q2 		$698K Sell
35,946
-982
-3% -$20.8K 1.27% 20
2022
Q1 		$843K Buy
+36,928
New +$819K 1.26% 22

Other funds holding FSK

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FSK Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its FS KKR Capital (FSK) stake by 0.14% in Q2 2026, buying an estimated $538 and bringing the position to 35,298 shares worth $371K. The position accounts for 0.26% of the portfolio, ranked #57.

Boyce & Associates Wealth Consulting first reported a position in FSK in Q1 2022 and has held it in 18 quarters since. The position peaked at $843K in Q1 2022. 216 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 35,298 shares of FS KKR Capital worth $371K as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 50 FS KKR Capital shares in Q2 2026, an estimated $538.
  • FS KKR Capital made up 0.26% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #57 holding.
  • Boyce & Associates Wealth Consulting first reported a position in FS KKR Capital in Q1 2022 and has held it in 18 quarters since.
  • Boyce & Associates Wealth Consulting's FS KKR Capital position peaked at $843K in Q1 2022.
  • 216 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.