IFG
FSK icon

Independent Financial Group’s FS KKR Capital FSK Stock Holding History

Independent Financial Group’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 		$7.99M Sell
760,481
-636,229
-46% -$6.84M 0.15% 135
2026
Q1 		$14.2M Sell
1,396,710
-152,172
-10% -$1.9M 0.32% 54
2025
Q4 		$22.9M Buy
1,548,882
+376,154
+32% +$5.7M 0.51% 28
2025
Q3 		$17.5M Buy
1,172,728
+13,186
+1% +$250K 0.42% 33
2025
Q2 		$24.1M Sell
1,159,542
-571,764
-33% -$11.7M 0.66% 21
2025
Q1 		$36.3M Buy
1,731,306
+424,258
+32% +$9.48M 1.25% 10
2024
Q4 		$28.4M Buy
1,307,048
+105,486
+9% +$2.21M 0.94% 12
2024
Q3 		$23.7M Buy
1,201,562
+190,843
+19% +$3.79M 0.87% 13
2024
Q2 		$19.9M Buy
1,010,719
+85,382
+9% +$1.68M 0.8% 16
2024
Q1 		$17.6M Buy
925,337
+52,945
+6% +$1.05M 0.81% 16
2023
Q4 		$17.4M Buy
872,392
+137,267
+19% +$2.7M 0.93% 11
2023
Q3 		$14.5M Buy
735,125
+77,404
+12% +$1.55M 0.94% 14
2023
Q2 		$12.6M Buy
657,721
+104,573
+19% +$1.98M 0.87% 13
2023
Q1 		$10.2M Buy
553,148
+130,395
+31% +$2.47M 0.82% 13
2022
Q4 		$7.4M Buy
422,753
+52,416
+14% +$974K 0.64% 18
2022
Q3 		$6.28M Buy
370,337
+40,597
+12% +$847K 0.57% 22
2022
Q2 		$6.4M Buy
329,740
+34,321
+12% +$728K 0.68% 18
2022
Q1 		$6.74M Buy
295,419
+121,448
+70% +$2.69M 0.55% 26
2021
Q4 		$3.64M Buy
173,971
+41,463
+31% +$896K 0.3% 60
2021
Q3 		$2.92M Buy
132,508
+23,744
+22% +$524K 0.3% 71
2021
Q2 		$2.34M Buy
108,764
+84,964
+357% +$1.82M 0.25% 93
2021
Q1 		$472K Buy
23,800
+9,258
+64% +$172K 0.06% 345
2020
Q4 		$241K Buy
14,542
+360
+3% +$5.98K 0.04% 479
2020
Q3 		$225K Buy
14,182
+2,113
+18% +$33K 0.04% 425
2020
Q2 		$169K Buy
12,069
+403
+3% +$5.68K 0.04% 432
2020
Q1 		$140K Buy
+11,666
New +$250K 0.04% 363

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
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
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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Independent Financial Group's FSK Position: Q2 2026 in Review

Independent Financial Group reduced its FS KKR Capital (FSK) stake by 46% in Q2 2026, selling an estimated $6.84M and leaving 760,481 shares worth $7.99M. The position accounts for 0.15% of the portfolio, ranked #135.

Independent Financial Group first reported a position in FSK in Q1 2020 and has held it in 26 quarters since. The position peaked at $36.3M in Q1 2025. 418 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Independent Financial Group held 760,481 shares of FS KKR Capital worth $7.99M as of Q2 2026.
  • Independent Financial Group sold 636,229 FS KKR Capital shares in Q2 2026, an estimated $6.84M.
  • FS KKR Capital made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #135 holding.
  • Independent Financial Group first reported a position in FS KKR Capital in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's FS KKR Capital position peaked at $36.3M in Q1 2025.
  • 418 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.