Financial Life Planners’s FS KKR Capital FSK Stock Holding History

Financial Life Planners’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	$21.2K	Sell	2,016 -5,993	-75%	-$64.5K	0.01%	190
2026 Q1	$81.5K	Buy	+8,009	New	+$100K	0.06%	90
2025 Q4	–	Sell	-9,848	Closed	-$147K	–	155
2025 Q3	$147K	Buy	9,848 +190	+2%	+$3.6K	0.1%	68
2025 Q2	$200K	Buy	9,658 +180	+2%	+$3.67K	0.16%	54
2025 Q1	$199K	Hold	9,478	–	–	0.19%	47
2024 Q4	$206K	Buy	+9,478	New	+$199K	0.17%	47

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

Financial Life Planners's FSK Position: Q2 2026 in Review

Financial Life Planners reduced its FS KKR Capital (FSK) stake by 75% in Q2 2026, selling an estimated $64.5K and leaving 2,016 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #190.

Financial Life Planners first reported a position in FSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $206K in Q4 2024. 159 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Financial Life Planners held 2,016 shares of FS KKR Capital worth $21.2K as of Q2 2026.
Financial Life Planners sold 5,993 FS KKR Capital shares in Q2 2026, an estimated $64.5K.
FS KKR Capital made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #190 holding.
Financial Life Planners first reported a position in FS KKR Capital in Q4 2024 and has held it in 6 quarters since.
Financial Life Planners's FS KKR Capital position peaked at $206K in Q4 2024.
159 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.