IFP Advisors’s FS KKR Capital FSK Stock Holding History

IFP 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	$207K	Sell	19,756 -2,229	-10%	-$24K	﹤0.01%	1494
2026 Q1	$224K	Sell	21,985 -11,299	-34%	-$141K	﹤0.01%	1331
2025 Q4	$493K	Sell	33,284 -2,518	-7%	-$38.2K	0.01%	940
2025 Q3	$535K	Sell	35,802 -1,290	-3%	-$24.4K	0.01%	833
2025 Q2	$770K	Sell	37,092 -9,101	-20%	-$185K	0.02%	668
2025 Q1	$968K	Sell	46,193 -6,735	-13%	-$151K	0.03%	561
2024 Q4	$1.15M	Buy	52,928 +10,256	+24%	+$215K	0.04%	492
2024 Q3	$842K	Sell	42,672 -3,944	-8%	-$78.4K	0.03%	523
2024 Q2	$920K	Buy	46,616 +8,141	+21%	+$160K	0.04%	460
2024 Q1	$734K	Buy	38,475 +6,446	+20%	+$128K	0.03%	492
2023 Q4	$640K	Buy	32,029 +815	+3%	+$16K	0.03%	508
2023 Q3	$615K	Sell	31,214 -5,025	-14%	-$100K	0.03%	524
2023 Q2	$695K	Buy	36,239 +8	+0%	+$151	0.03%	538
2023 Q1	$605K	Sell	36,231 -140,654	-80%	-$2.67M	0.03%	535
2022 Q4	$2.96M	Buy	176,885 +21,071	+14%	+$392K	0.08%	259
2022 Q3	$2.61M	Buy	155,814 +12,148	+8%	+$253K	0.07%	317
2022 Q2	$2.4M	Hold	143,666	–	–	0.08%	304
2022 Q1	$2.4M	Buy	+143,666	New	+$3.18M	0.08%	304
2021 Q1	–	Sell	-33,832	Closed	-$561K	–	3076
2020 Q4	$561K	Sell	33,832 -7,019	-17%	-$117K	0.02%	472
2020 Q3	$647K	Sell	40,851 -2,804	-6%	-$43.8K	0.04%	378
2020 Q2	$605K	Buy	+43,655	New	+$615K	0.05%	373
2019 Q1	$2.42M	Sell	99,575 -130,047	-57%	-$3.22M	0.33%	69
2018 Q4	$4.9M	Buy	229,622 +94,653	+70%	+$2.36M	0.3%	73
2018 Q3	$3.81M	Sell	134,969 -5,189	-4%	-$159K	0.16%	154
2018 Q2	$4.12M	Sell	140,158 -3,389	-2%	-$103K	0.17%	133
2018 Q1	$4.22M	Hold	143,547	–	–	0.19%	120
2017 Q4	$4.22M	Sell	143,547 -51,288	-26%	-$1.65M	0.19%	120
2017 Q3	$6.58M	Buy	194,835 +4,207	+2%	+$145K	0.26%	78
2017 Q2	$6.98M	Buy	190,628 +13,085	+7%	+$492K	0.3%	65
2017 Q1	$6.96M	Buy	177,543 +40,258	+29%	+$1.65M	0.3%	70
2016 Q4	$5.66M	Buy	137,285 +8,430	+7%	+$330K	0.27%	74
2016 Q3	$4.88M	Sell	128,855 -23,648	-16%	-$896K	0.25%	82
2016 Q2	$5.52M	Buy	152,503 +52,928	+53%	+$1.92M	0.31%	67
2016 Q1	$2.42M	Buy	99,575 +30,484	+44%	+$1.03M	0.33%	69
2015 Q4	$2.48M	Buy	+69,091	New	+$2.66M	0.17%	128

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

IFP Advisors's FSK Position: Q2 2026 in Review

IFP Advisors reduced its FS KKR Capital (FSK) stake by 10% in Q2 2026, selling an estimated $24K and leaving 19,756 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

IFP Advisors first reported a position in FSK in Q4 2015 and has held it in 35 quarters since. The position peaked at $6.98M in Q2 2017. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

IFP Advisors held 19,756 shares of FS KKR Capital worth $207K as of Q2 2026.
IFP Advisors sold 2,229 FS KKR Capital shares in Q2 2026, an estimated $24K.
FS KKR Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1494 holding.
IFP Advisors first reported a position in FS KKR Capital in Q4 2015 and has held it in 35 quarters since.
IFP Advisors's FS KKR Capital position peaked at $6.98M in Q2 2017.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.