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Foundations Investment Advisors’s FS KKR Capital FSK Stock Holding History

Foundations Investment 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 		– Sell
-16,989
Closed -$173K – 1247
2026
Q1 		$173K Buy
16,989
+6,832
+67% +$85.5K ﹤0.01% 1120
2025
Q4 		$150K Buy
+10,157
New +$154K ﹤0.01% 1080
2025
Q3 		– Sell
-9,740
Closed -$202K – 1053
2025
Q2 		$202K Buy
+9,740
New +$198K ﹤0.01% 878
2022
Q4 		– Sell
-11,181
Closed -$190K – 450
2022
Q3 		$190K Sell
11,181
-2,168
-16% -$45.2K 0.01% 377
2022
Q2 		$274K Buy
13,349
+3,538
+36% +$75K 0.01% 320
2022
Q1 		$224K Buy
9,811
+94
+1% +$2.08K 0.01% 324
2021
Q4 		$221K Buy
9,717
+101
+1% +$2.18K 0.01% 320
2021
Q3 		$216K Sell
9,616
-705
-7% -$15.6K 0.01% 289
2021
Q2 		$221K Buy
+10,321
New +$221K 0.01% 272

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Foundations Investment Advisors's FSK Position: Q2 2026 in Review

Foundations Investment Advisors sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 16,989 shares — an estimated $173K sold.

Foundations Investment Advisors first reported a position in FSK in Q2 2021 and held it in 9 quarters. The position peaked at $274K in Q2 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Foundations Investment Advisors reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 16,989 FS KKR Capital shares in Q2 2026, an estimated $173K.
  • Foundations Investment Advisors first reported a position in FS KKR Capital in Q2 2021 and held it in 9 quarters.
  • Foundations Investment Advisors's FS KKR Capital position peaked at $274K in Q2 2022.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.