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Golden State Wealth Management’s FS KKR Capital FSK Stock Holding History

Golden State 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
Q2 		$117K Buy
11,173
+87
+0.8% +$936 0.01% 532
2026
Q1 		$113K Hold
11,086
– – 0.01% 489
2025
Q4 		$164K Buy
11,086
+308
+3% +$4.67K 0.02% 413
2025
Q3 		$161K Sell
10,778
-48,017
-82% -$909K 0.02% 417
2025
Q2 		$1.22M Sell
58,795
-1,835
-3% -$37.4K 0.15% 121
2025
Q1 		$1.27M Buy
60,630
+194
+0.3% +$4.34K 0.19% 97
2024
Q4 		$1.31M Buy
+60,436
New +$1.27M 0.2% 92
2022
Q1 		$3.75M Buy
164,229
+87,701
+115% +$1.94M 0.73% 27
2021
Q4 		$1.6M Buy
76,528
+2,222
+3% +$48K 0.28% 65
2021
Q3 		$1.64M Buy
74,306
+5,872
+9% +$130K 0.36% 51
2021
Q2 		$1.47M Buy
+68,434
New +$1.47M 0.32% 62
2020
Q4 		– Sell
-5,435
Closed -$86K – 299
2020
Q3 		$86K Buy
+5,435
New +$84.8K 0.03% 277
2020
Q2 		– Sell
-10,467
Closed -$126K – 445
2020
Q1 		$126K Buy
+10,467
New +$224K 0.06% 220
2019
Q4 		– Sell
-16,127
Closed -$376K – 369
2019
Q3 		$376K Sell
16,127
-3,352
-17% -$78.6K 0.12% 134
2019
Q2 		$464K Buy
19,479
+1,055
+6% +$25.9K 0.15% 122
2019
Q1 		$446K Buy
+18,424
New +$457K 0.15% 127

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

Golden State Wealth Management's FSK Position: Q2 2026 in Review

Golden State Wealth Management increased its FS KKR Capital (FSK) stake by 0.78% in Q2 2026, buying an estimated $936 and bringing the position to 11,173 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #532.

Golden State Wealth Management first reported a position in FSK in Q1 2019 and has held it in 16 quarters since. The position peaked at $3.75M in Q1 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Golden State Wealth Management held 11,173 shares of FS KKR Capital worth $117K as of Q2 2026.
  • Golden State Wealth Management bought 87 FS KKR Capital shares in Q2 2026, an estimated $936.
  • FS KKR Capital made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Golden State Wealth Management first reported a position in FS KKR Capital in Q1 2019 and has held it in 16 quarters since.
  • Golden State Wealth Management's FS KKR Capital position peaked at $3.75M in Q1 2022.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.