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 $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Independent Advisor Alliance's FSK Position: Q1 2026 in Review

Independent Advisor Alliance reduced its FS KKR Capital (FSK) stake by 56% in Q1 2026, selling an estimated $989K and leaving 62,536 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #1021.

Independent Advisor Alliance first reported a position in FSK in Q4 2016 and has held it in 30 quarters since. The position peaked at $7.07M in Q4 2019. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Independent Advisor Alliance held 62,536 shares of FS KKR Capital worth $637K as of Q1 2026.
  • Independent Advisor Alliance sold 79,062 FS KKR Capital shares in Q1 2026, an estimated $989K.
  • FS KKR Capital made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1021 holding.
  • Independent Advisor Alliance first reported a position in FS KKR Capital in Q4 2016 and has held it in 30 quarters since.
  • Independent Advisor Alliance's FS KKR Capital position peaked at $7.07M in Q4 2019.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.