CI
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CX Institutional’s FS KKR Capital FSK Stock Holding History

CX Institutional’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 		$15K Sell
1,410
-568
-29% -$6.11K ﹤0.01% 1230
2026
Q1 		$20K Sell
1,978
-250
-11% -$3.13K ﹤0.01% 1129
2025
Q4 		$33K Sell
2,228
-2,606
-54% -$39.5K ﹤0.01% 1033
2025
Q3 		$72K Hold
4,834
– – ﹤0.01% 878
2025
Q2 		$100K Sell
4,834
-2,606
-35% -$53.1K ﹤0.01% 768
2025
Q1 		$156K Buy
+7,440
New +$166K 0.01% 662
2022
Q3 		– Sell
-12,945
Closed -$251K – 716
2022
Q2 		$251K Buy
+12,945
New +$274K 0.02% 403
2021
Q4 		– Sell
-13,288
Closed -$293K – 554
2021
Q3 		$293K Sell
13,288
-242
-2% -$5.34K 0.02% 316
2021
Q2 		$291K Sell
13,530
-583
-4% -$12.5K 0.02% 298
2021
Q1 		$280K Sell
14,113
-333
-2% -$6.2K 0.03% 267
2020
Q4 		$239K Sell
14,446
-26,901
-65% -$447K 0.02% 280
2020
Q3 		$656K Buy
41,347
+2,692
+7% +$42K 0.07% 195
2020
Q2 		$541K Sell
38,655
-5,732
-13% -$80.7K 0.07% 188
2020
Q1 		$533K Buy
44,387
+1,817
+4% +$38.9K 0.09% 171
2019
Q4 		$1.04M Sell
42,570
-1,546
-4% -$36.9K 0.18% 108
2019
Q3 		$1.03M Sell
44,116
-94,660
-68% -$2.22M 0.17% 127
2019
Q2 		$3.31M Buy
138,776
+38,321
+38% +$942K 0.53% 46
2019
Q1 		$2.43M Sell
100,455
-30,109
-23% -$746K 0.43% 60
2018
Q4 		$2.71M Buy
130,564
+52,132
+66% +$1.3M 0.57% 42
2018
Q3 		$2.21M Sell
78,432
-3,536
-4% -$108K 0.73% 46
2018
Q2 		$2.41M Buy
+81,968
New +$2.5M 0.89% 40

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 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

CX Institutional's FSK Position: Q2 2026 in Review

CX Institutional reduced its FS KKR Capital (FSK) stake by 29% in Q2 2026, selling an estimated $6.11K and leaving 1,410 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

CX Institutional first reported a position in FSK in Q2 2018 and has held it in 21 quarters since. The position peaked at $3.31M in Q2 2019. 54 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • CX Institutional held 1,410 shares of FS KKR Capital worth $15K as of Q2 2026.
  • CX Institutional sold 568 FS KKR Capital shares in Q2 2026, an estimated $6.11K.
  • FS KKR Capital made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1230 holding.
  • CX Institutional first reported a position in FS KKR Capital in Q2 2018 and has held it in 21 quarters since.
  • CX Institutional's FS KKR Capital position peaked at $3.31M in Q2 2019.
  • 54 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.