Intentional Wealth Strategies’s FS KKR Capital FSK Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-25	Closed	-$255	–	379
2026 Q1	$255	Buy	+25	New	+$313	﹤0.01%	926

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Intentional Wealth Strategies's FSK Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 25 shares — an estimated $255 sold.

Intentional Wealth Strategies first reported a position in FSK in Q1 2026 and held it in 1 quarter. The position peaked at $255 in Q1 2026. 418 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Intentional Wealth Strategies reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 25 FS KKR Capital shares in Q2 2026, an estimated $255.
Intentional Wealth Strategies first reported a position in FS KKR Capital in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's FS KKR Capital position peaked at $255 in Q1 2026.
418 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.