EverSource Wealth Advisors’s FS KKR Capital FSK Stock Holding History

EverSource Wealth 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
2026 Q2	$117K	Buy	11,148 +1,259	+13%	+$13.5K	﹤0.01%	1309
2026 Q1	$101K	Buy	9,889 +258	+3%	+$3.23K	﹤0.01%	1422
2025 Q4	$143K	Buy	9,631 +224	+2%	+$3.4K	0.01%	1133
2025 Q3	$140K	Buy	9,407 +8	+0.1%	+$151	0.01%	1091
2025 Q2	$195K	Buy	9,399 +1	+0%	+$20	0.01%	871
2025 Q1	$197K	Sell	9,398 -9,827	-51%	-$220K	0.01%	667
2024 Q4	$418K	Buy	19,225 +9,449	+97%	+$198K	0.02%	412
2024 Q3	$193K	Hold	9,776	–	–	0.01%	571
2024 Q2	$198K	Hold	9,776	–	–	0.01%	559
2024 Q1	$187K	Sell	9,776 -360	-4%	-$7.12K	0.01%	514
2023 Q4	$202K	Sell	10,136 -1	-0%	-$20	0.02%	429
2023 Q3	$200K	Hold	10,137	–	–	0.02%	398
2023 Q2	$194K	Hold	10,137	–	–	0.02%	401
2023 Q1	$188K	Sell	10,137 -9,645	-49%	-$183K	0.02%	379
2022 Q4	$346K	Buy	+19,782	New	+$368K	0.05%	256

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

EverSource Wealth Advisors's FSK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its FS KKR Capital (FSK) stake by 13% in Q2 2026, buying an estimated $13.5K and bringing the position to 11,148 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

EverSource Wealth Advisors first reported a position in FSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $418K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

EverSource Wealth Advisors held 11,148 shares of FS KKR Capital worth $117K as of Q2 2026.
EverSource Wealth Advisors bought 1,259 FS KKR Capital shares in Q2 2026, an estimated $13.5K.
FS KKR Capital made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1309 holding.
EverSource Wealth Advisors first reported a position in FS KKR Capital in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's FS KKR Capital position peaked at $418K in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.