Icon Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Icon Wealth 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	$1.72M	Sell	163,372 -8,325	-5%	-$89.5K	0.1%	135
2026 Q1	$1.83M	Buy	171,697 +3,466	+2%	+$43.4K	0.12%	113
2025 Q4	$2.49M	Buy	168,231 +14,340	+9%	+$217K	0.17%	94
2025 Q3	$2.3M	Sell	153,891 -90,283	-37%	-$1.71M	0.16%	101
2025 Q2	$5.07M	Buy	244,174 +2,732	+1%	+$55.7K	0.36%	60
2025 Q1	$5.06M	Buy	241,442 +3,005	+1%	+$67.2K	0.42%	52
2024 Q4	$5.18M	Buy	238,437 +5,317	+2%	+$112K	0.43%	48
2024 Q3	$4.6M	Buy	233,120 +1,386	+0.6%	+$27.5K	0.38%	54
2024 Q2	$4.69M	Buy	231,734 +26,368	+13%	+$518K	0.42%	50
2024 Q1	$3.92M	Buy	205,366 +4,913	+2%	+$97.2K	0.36%	57
2023 Q4	$4M	Buy	+200,453	New	+$3.94M	0.42%	50

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Icon Wealth Advisors's FSK Position: Q2 2026 in Review

Icon Wealth Advisors reduced its FS KKR Capital (FSK) stake by 4.8% in Q2 2026, selling an estimated $89.5K and leaving 163,372 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #135.

Icon Wealth Advisors first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.18M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Icon Wealth Advisors held 163,372 shares of FS KKR Capital worth $1.72M as of Q2 2026.
Icon Wealth Advisors sold 8,325 FS KKR Capital shares in Q2 2026, an estimated $89.5K.
FS KKR Capital made up 0.1% of Icon Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Icon Wealth Advisors first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
Icon Wealth Advisors's FS KKR Capital position peaked at $5.18M in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.