Independent Advisor Alliance’s FS KKR Capital FSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$654K Sell
62,295
-241
-0.4% -$2.59K 0.02% 583
2026
Q1
$637K Sell
62,536
-79,062
-56% -$989K 0.01% 1021
2025
Q4
$2.1M Sell
141,598
-53,088
-27% -$805K 0.05% 299
2025
Q3
$2.91M Sell
194,686
-53,320
-21% -$1.01M 0.08% 218
2025
Q2
$5.15M Sell
248,006
-45,947
-16% -$936K 0.15% 113
2025
Q1
$6.16M Sell
293,953
-5,071
-2% -$113K 0.2% 81
2024
Q4
$6.49M Sell
299,024
-5,342
-2% -$112K 0.09% 221
2024
Q3
$6.01M Buy
304,366
+18,290
+6% +$363K 0.22% 87
2024
Q2
$5.64M Sell
286,076
-5,827
-2% -$115K 0.19% 93
2024
Q1
$5.57M Buy
291,903
+30,183
+12% +$597K 0.2% 96
2023
Q4
$5.23M Buy
261,720
+23,253
+10% +$457K 0.19% 94
2023
Q3
$4.7M Buy
238,467
+29,817
+14% +$596K 0.21% 86
2023
Q2
$4M Buy
208,650
+329
+0.2% +$6.22K 0.18% 108
2023
Q1
$3.85M Sell
208,321
-26
-0% -$493 0.19% 105
2022
Q4
$3.65K Buy
208,347
+70
+0% +$1.3K ﹤0.01% 206
2022
Q3
$3.53M Buy
208,277
+6,460
+3% +$135K 0.21% 98
2022
Q2
$3.92M Sell
201,817
-2,655
-1% -$56.3K 0.22% 97
2022
Q1
$4.67M Sell
204,472
-16,949
-8% -$376K 0.22% 90
2021
Q4
$4.64M Buy
221,421
+15,095
+7% +$326K 0.23% 89
2021
Q3
$4.55M Sell
206,326
-6,451
-3% -$142K 0.25% 88
2021
Q2
$4.58M Buy
212,777
+96,796
+83% +$2.07M 0.25% 98
2021
Q1
$2.3M Buy
115,981
+2,988
+3% +$55.6K 0.14% 141
2020
Q4
$1.87M Buy
112,993
+1,052
+0.9% +$17.5K 0.13% 142
2020
Q3
$1.77M Sell
111,941
-75,617
-40% -$1.18M 0.13% 126
2020
Q2
$2.63M Buy
+187,558
New +$2.64M 0.28% 74
2020
Q1
Sell
-288,102
Closed -$7.07M 554
2019
Q4
$7.07M Buy
288,102
+281,928
+4,566% +$6.74M 0.31% 73
2019
Q3
$142K Hold
6,174
0.02% 428
2019
Q2
$0 Buy
+6,174
New +$152K ﹤0.01% 439
2017
Q3
Sell
-73,798
Closed -$2.67M 270
2017
Q2
$2.67M Buy
73,798
+11,572
+19% +$435K 0.85% 29
2017
Q1
$2.41M Buy
62,226
+53,631
+624% +$2.19M 0.38% 74
2016
Q4
$356K Buy
+8,595
New +$336K 0.15% 129

Other funds holding FSK

Independent Advisor Alliance's FSK Position: Q2 2026 in Review

Independent Advisor Alliance reduced its FS KKR Capital (FSK) stake by 0.39% in Q2 2026, selling an estimated $2.59K and leaving 62,295 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #583.

Independent Advisor Alliance first reported a position in FSK in Q4 2016 and has held it in 31 quarters since. The position peaked at $7.07M in Q4 2019. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Independent Advisor Alliance held 62,295 shares of FS KKR Capital worth $654K as of Q2 2026.
  • Independent Advisor Alliance sold 241 FS KKR Capital shares in Q2 2026, an estimated $2.59K.
  • FS KKR Capital made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #583 holding.
  • Independent Advisor Alliance first reported a position in FS KKR Capital in Q4 2016 and has held it in 31 quarters since.
  • Independent Advisor Alliance's FS KKR Capital position peaked at $7.07M in Q4 2019.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.