Concord Wealth Partners’s FS KKR Capital FSK Stock Holding History

Concord Wealth Partners’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	$5.29K	Buy	+504	New	+$5.42K	﹤0.01%	652
2026 Q1	–	Sell	-906	Closed	-$13.4K	–	410
2025 Q4	$13.4K	Buy	906 +375	+71%	+$5.68K	﹤0.01%	497
2025 Q3	$7.93K	Sell	531 -375	-41%	-$7.1K	﹤0.01%	567
2025 Q2	$18.8K	Buy	906 +375	+71%	+$7.64K	﹤0.01%	469
2025 Q1	$11.1K	Hold	531	–	–	﹤0.01%	498
2024 Q4	$11.5K	Sell	531 -375	-41%	-$7.87K	﹤0.01%	514
2024 Q3	$17.9K	Buy	906 +375	+71%	+$7.45K	﹤0.01%	488
2024 Q2	$10.5K	Sell	531 -375	-41%	-$7.37K	﹤0.01%	507
2024 Q1	$17.3K	Buy	906 +375	+71%	+$7.42K	﹤0.01%	506
2023 Q4	$10.6K	Sell	531 -375	-41%	-$7.37K	﹤0.01%	561
2023 Q3	$17.8K	Hold	906	–	–	﹤0.01%	527
2023 Q2	$17.4K	Hold	906	–	–	﹤0.01%	523
2023 Q1	$16.8K	Sell	906 -1,809	-67%	-$34.3K	﹤0.01%	515
2022 Q4	$47.5K	Buy	+2,715	New	+$50.5K	0.01%	382
2022 Q3	–	Sell	-375	Closed	-$7K	–	516
2022 Q2	$7K	Hold	375	–	–	﹤0.01%	750
2022 Q1	$9K	Hold	375	–	–	﹤0.01%	799
2021 Q4	$8K	Hold	375	–	–	﹤0.01%	835
2021 Q3	$8K	Hold	375	–	–	﹤0.01%	498
2021 Q2	$8K	Hold	375	–	–	﹤0.01%	659
2021 Q1	$7K	Sell	375 -882	-70%	-$16.4K	﹤0.01%	624
2020 Q4	$21K	Buy	+1,257	New	+$20.9K	0.02%	302

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

Concord Wealth Partners's FSK Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in FS KKR Capital (FSK) in Q2 2026: 504 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FSK as recently as Q4 2025.

Concord Wealth Partners first reported a position in FSK in Q4 2020 and has held it in 21 quarters since. The position peaked at $47.5K in Q4 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Concord Wealth Partners held 504 shares of FS KKR Capital worth $5.29K as of Q2 2026.
FS KKR Capital was a new Concord Wealth Partners position in Q2 2026.
FS KKR Capital made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #652 holding.
Concord Wealth Partners first reported a position in FS KKR Capital in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's FS KKR Capital position peaked at $47.5K in Q4 2022.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.