IWN
FSK icon

Independent Wealth Network’s FS KKR Capital FSK Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-20,966
Closed -$311K – 313
2025
Q4 		$311K Buy
20,966
+2,447
+13% +$37.1K 0.09% 201
2025
Q3 		$276K Sell
18,519
-6,779
-27% -$128K 0.09% 221
2025
Q2 		$525K Sell
25,298
-2
-0% -$41 0.19% 134
2025
Q1 		$530K Buy
25,300
+672
+3% +$15K 0.21% 122
2024
Q4 		$535K Sell
24,628
-5,931
-19% -$124K 0.22% 121
2024
Q3 		$603K Buy
30,559
+5,282
+21% +$105K 0.27% 99
2024
Q2 		$499K Buy
25,277
+1,154
+5% +$22.7K 0.23% 117
2024
Q1 		$460K Buy
24,123
+184
+0.8% +$3.64K 0.22% 121
2023
Q4 		$478K Sell
23,939
-937
-4% -$18.4K 0.25% 108
2023
Q3 		$490K Buy
24,876
+514
+2% +$10.3K 0.3% 87
2023
Q2 		$467K Buy
24,362
+224
+0.9% +$4.24K 0.28% 91
2023
Q1 		$447K Buy
24,138
+343
+1% +$6.5K 0.29% 85
2022
Q4 		$416K Buy
23,795
+778
+3% +$14.5K 0.28% 86
2022
Q3 		$390K Sell
23,017
-5,526
-19% -$115K 0.3% 85
2022
Q2 		$554K Buy
28,543
+8,216
+40% +$174K 0.4% 65
2022
Q1 		$464K Buy
20,327
+382
+2% +$8.47K 0.29% 92
2021
Q4 		$418K Hold
19,945
– – 0.26% 110
2021
Q3 		$429K Buy
+19,945
New +$440K 0.28% 106

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 $71.6B AUM 21.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Independent Wealth Network's FSK Position: Q1 2026 in Review

Independent Wealth Network sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 20,966 shares — an estimated $311K sold.

Independent Wealth Network first reported a position in FSK in Q3 2021 and held it in 18 quarters. The position peaked at $603K in Q3 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Independent Wealth Network reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 20,966 FS KKR Capital shares in Q1 2026, an estimated $311K.
  • Independent Wealth Network first reported a position in FS KKR Capital in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's FS KKR Capital position peaked at $603K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.