HWM
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HB Wealth Management’s FS KKR Capital FSK Stock Holding History

HB 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 		$137K Buy
13,017
+443
+4% +$4.76K ﹤0.01% 1641
2026
Q1 		$128K Sell
12,574
-4,171
-25% -$52.2K ﹤0.01% 1480
2025
Q4 		$248K Buy
16,745
+3,047
+22% +$46.2K ﹤0.01% 1236
2025
Q3 		$205K Buy
13,698
+622
+5% +$11.8K ﹤0.01% 1262
2025
Q2 		$271K Sell
13,076
-1,673
-11% -$34.1K ﹤0.01% 983
2025
Q1 		$309K Sell
14,749
-4,479
-23% -$100K ﹤0.01% 953
2024
Q4 		$418K Buy
19,228
+1,943
+11% +$40.8K ﹤0.01% 682
2024
Q3 		$341K Sell
17,285
-2,224
-11% -$44.2K ﹤0.01% 716
2024
Q2 		$385K Buy
19,509
+5,331
+38% +$105K ﹤0.01% 623
2024
Q1 		$270K Sell
14,178
-418
-3% -$8.27K ﹤0.01% 697
2023
Q4 		$291K Sell
14,596
-1,227
-8% -$24.1K ﹤0.01% 625
2023
Q3 		$312K Buy
15,823
+1,536
+11% +$30.7K 0.01% 555
2023
Q2 		$274K Buy
14,287
+451
+3% +$8.53K ﹤0.01% 573
2023
Q1 		$256K Buy
13,836
+722
+6% +$13.7K ﹤0.01% 582
2022
Q4 		$229K Buy
13,114
+589
+5% +$10.9K ﹤0.01% 605
2022
Q3 		$212K Buy
12,525
+304
+2% +$6.34K ﹤0.01% 535
2022
Q2 		$237K Buy
12,221
+231
+2% +$4.9K ﹤0.01% 501
2022
Q1 		$274K Buy
11,990
+431
+4% +$9.55K 0.01% 473
2021
Q4 		$242K Buy
+11,559
New +$250K ﹤0.01% 440

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

HB Wealth Management's FSK Position: Q2 2026 in Review

HB Wealth Management increased its FS KKR Capital (FSK) stake by 3.5% in Q2 2026, buying an estimated $4.76K and bringing the position to 13,017 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

HB Wealth Management first reported a position in FSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $418K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • HB Wealth Management held 13,017 shares of FS KKR Capital worth $137K as of Q2 2026.
  • HB Wealth Management bought 443 FS KKR Capital shares in Q2 2026, an estimated $4.76K.
  • FS KKR Capital made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1641 holding.
  • HB Wealth Management first reported a position in FS KKR Capital in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management'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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.