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Concurrent Investment Advisors’s FS KKR Capital FSK Stock Holding History

Concurrent Investment Advisors’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
2024
Q2 		– Sell
-100
Closed -$1.91K – 1022
2024
Q1 		$1.91K Buy
+100
New +$1.98K ﹤0.01% 920

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
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's FSK Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 13,058 shares — an estimated $133K sold.

Concurrent Investment Advisors first reported a position in FSK in Q4 2023 and held it in 10 quarters. The position peaked at $624K in Q4 2024. 145 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 13,058 FS KKR Capital shares in Q2 2026, an estimated $133K.
  • Concurrent Investment Advisors first reported a position in FS KKR Capital in Q4 2023 and held it in 10 quarters.
  • Concurrent Investment Advisors's FS KKR Capital position peaked at $624K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.