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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
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 $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Concord Wealth Partners's FSK Position: Q1 2026 in Review

Concord Wealth Partners sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 906 shares — an estimated $13.4K sold.

Concord Wealth Partners first reported a position in FSK in Q4 2020 and held it in 20 quarters. The position peaked at $47.5K in Q4 2022. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Concord Wealth Partners reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 906 FS KKR Capital shares in Q1 2026, an estimated $13.4K.
  • Concord Wealth Partners first reported a position in FS KKR Capital in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's FS KKR Capital position peaked at $47.5K in Q4 2022.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.