Diversify Wealth Management’s FS KKR Capital FSK Stock Holding History

Diversify Wealth Management’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	$2.14M	Buy	200,812 +97,808	+95%	+$1.22M	0.04%	360
2025 Q4	$1.48M	Sell	103,004 -10,386	-9%	-$157K	0.07%	249
2025 Q3	$1.71M	Sell	113,390 -1,754	-2%	-$33.2K	0.1%	197
2025 Q2	$2.04M	Sell	115,144 -3,562	-3%	-$72.6K	0.13%	176
2025 Q1	$2.39M	Sell	118,706 -3,004	-2%	-$67.2K	0.18%	154
2024 Q4	$2.59M	Buy	121,710 +3,153	+3%	+$66.2K	0.2%	131
2024 Q3	$2.43M	Sell	118,557 -5,183	-4%	-$103K	0.23%	112
2024 Q2	$2.32M	Buy	+123,740	New	+$2.43M	0.29%	86

Other funds holding FSK

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $258M AUM 20.26% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Diversify Wealth Management's FSK Position: Q1 2026 in Review

Diversify Wealth Management increased its FS KKR Capital (FSK) stake by 95% in Q1 2026, buying an estimated $1.22M and bringing the position to 200,812 shares worth $2.14M. The position accounts for 0.04% of the portfolio, ranked #360.

Diversify Wealth Management first reported a position in FSK in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Diversify Wealth Management held 200,812 shares of FS KKR Capital worth $2.14M as of Q1 2026.
Diversify Wealth Management bought 97,808 FS KKR Capital shares in Q1 2026, an estimated $1.22M.
FS KKR Capital made up 0.04% of Diversify Wealth Management's portfolio in Q1 2026, its #360 holding.
Diversify Wealth Management first reported a position in FS KKR Capital in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's FS KKR Capital position peaked at $2.59M in Q4 2024.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

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