Family Wealth Partners’s FS KKR Capital FSK Stock Holding History

Family 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 Q2	$1.3M	Buy	123,890 +18,519	+18%	+$199K	0.4%	38
2026 Q1	$1.07M	Buy	105,371 +30,146	+40%	+$377K	0.37%	39
2025 Q4	$1.11M	Buy	75,225 +6,207	+9%	+$94.1K	0.4%	37
2025 Q3	$1.03M	Buy	69,018 +18,980	+38%	+$359K	0.39%	35
2025 Q2	$1.04M	Buy	50,038 +17,706	+55%	+$361K	0.42%	33
2025 Q1	$677K	Buy	32,332 +7,976	+33%	+$178K	0.31%	34
2024 Q4	$529K	Buy	24,356 +1,576	+7%	+$33.1K	0.25%	34
2024 Q3	$449K	Buy	22,780 +2,608	+13%	+$51.8K	0.23%	37
2024 Q2	$398K	Buy	20,172 +1,202	+6%	+$23.6K	0.21%	37
2024 Q1	$362K	Sell	18,970 -373	-2%	-$7.38K	0.21%	37
2023 Q4	$386K	Buy	+19,343	New	+$380K	0.3%	37

Other funds holding FSK

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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 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

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 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

Family Wealth Partners's FSK Position: Q2 2026 in Review

Family Wealth Partners increased its FS KKR Capital (FSK) stake by 18% in Q2 2026, buying an estimated $199K and bringing the position to 123,890 shares worth $1.3M. The position accounts for 0.4% of the portfolio, ranked #38.

Family Wealth Partners first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Family Wealth Partners held 123,890 shares of FS KKR Capital worth $1.3M as of Q2 2026.
Family Wealth Partners bought 18,519 FS KKR Capital shares in Q2 2026, an estimated $199K.
FS KKR Capital made up 0.4% of Family Wealth Partners's portfolio in Q2 2026, its #38 holding.
Family Wealth Partners first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
159 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.