Certior Financial Group’s FS KKR Capital FSK Stock Holding History

Certior Financial Group’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	$957K	Sell	91,186 -27,239	-23%	-$293K	0.52%	44
2026 Q1	$1.21M	Sell	118,425 -19,594	-14%	-$245K	0.77%	32
2025 Q4	$2.04M	Sell	138,019 -30,034	-18%	-$455K	1.38%	23
2025 Q3	$2.51M	Sell	168,053 -19,470	-10%	-$369K	1.67%	17
2025 Q2	$3.89M	Sell	187,523 -7,850	-4%	-$160K	2.9%	6
2025 Q1	$4.09M	Sell	195,373 -11,622	-6%	-$260K	3.31%	7
2024 Q4	$4.5M	Buy	+206,995	New	+$4.34M	3.89%	6

Other funds holding FSK

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Certior Financial Group's FSK Position: Q2 2026 in Review

Certior Financial Group reduced its FS KKR Capital (FSK) stake by 23% in Q2 2026, selling an estimated $293K and leaving 91,186 shares worth $957K. The position accounts for 0.52% of the portfolio, ranked #44.

Certior Financial Group first reported a position in FSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5M in Q4 2024. 54 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Certior Financial Group held 91,186 shares of FS KKR Capital worth $957K as of Q2 2026.
Certior Financial Group sold 27,239 FS KKR Capital shares in Q2 2026, an estimated $293K.
FS KKR Capital made up 0.52% of Certior Financial Group's portfolio in Q2 2026, its #44 holding.
Certior Financial Group first reported a position in FS KKR Capital in Q4 2024 and has held it in 7 quarters since.
Certior Financial Group's FS KKR Capital position peaked at $4.5M in Q4 2024.
54 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.