Investmark Advisory Group’s FS KKR Capital FSK Stock Holding History

Investmark Advisory 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	$1.71M	Buy	162,873 +16,370	+11%	+$176K	0.65%	42
2026 Q1	$1.49M	Buy	146,503 +33,332	+29%	+$417K	0.64%	43
2025 Q4	$1.68M	Sell	113,171 -273	-0.2%	-$4.14K	0.71%	41
2025 Q3	$1.69M	Buy	113,444 +4,144	+4%	+$78.4K	0.73%	39
2025 Q2	$2.27M	Sell	109,300 -2,735	-2%	-$55.7K	1.06%	28
2025 Q1	$2.35M	Sell	112,035 -1,718	-2%	-$38.4K	1.16%	26
2024 Q4	$2.47M	Buy	113,753 +3,879	+4%	+$81.4K	1.21%	24
2024 Q3	$2.17M	Buy	109,874 +4,681	+4%	+$93K	1.05%	30
2024 Q2	$2.08M	Buy	105,193 +2,403	+2%	+$47.2K	1.11%	28
2024 Q1	$1.96M	Sell	102,790 -139	-0.1%	-$2.75K	1.08%	31
2023 Q4	$2.06M	Buy	102,929 +2,226	+2%	+$43.7K	1.21%	28
2023 Q3	$1.98M	Buy	100,703 +1,777	+2%	+$35.5K	1.34%	23
2023 Q2	$1.9M	Buy	98,926 +2,801	+3%	+$53K	1.27%	26
2023 Q1	$1.78M	Buy	96,125 +8,215	+9%	+$156K	1.31%	25
2022 Q4	$1.54M	Buy	87,910 +6,497	+8%	+$121K	1.14%	26
2022 Q3	$1.38M	Buy	81,413 +2,304	+3%	+$48.1K	1.24%	23
2022 Q2	$1.54M	Buy	79,109 +2,842	+4%	+$60.2K	1.52%	19
2022 Q1	$1.74M	Buy	76,267 +3,318	+5%	+$73.5K	1.79%	19
2021 Q4	$1.53M	Buy	+72,949	New	+$1.58M	1.43%	19

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

VanEck Associates New York $164B AUM 112.45% 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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 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

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

Investmark Advisory Group's FSK Position: Q2 2026 in Review

Investmark Advisory Group increased its FS KKR Capital (FSK) stake by 11% in Q2 2026, buying an estimated $176K and bringing the position to 162,873 shares worth $1.71M. The position accounts for 0.65% of the portfolio, ranked #42.

Investmark Advisory Group first reported a position in FSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Investmark Advisory Group held 162,873 shares of FS KKR Capital worth $1.71M as of Q2 2026.
Investmark Advisory Group bought 16,370 FS KKR Capital shares in Q2 2026, an estimated $176K.
FS KKR Capital made up 0.65% of Investmark Advisory Group's portfolio in Q2 2026, its #42 holding.
Investmark Advisory Group first reported a position in FS KKR Capital in Q4 2021 and has held it in 19 quarters since.
Investmark Advisory Group's FS KKR Capital position peaked at $2.47M in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.