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

Independent Advisor Alliance’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
2019
Q2 		– Sell
-7,186
Closed -$140K – 438
2019
Q1 		$140K Buy
+7,186
New +$178K 0.02% 416

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

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.