JFS Wealth Advisors
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JFS Wealth Advisors’s FS KKR Capital FSK Stock Holding History

JFS Wealth Advisors’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
Q3 		– Sell
-15
Closed -$158 – 2236
2026
Q2 		$158 Buy
+15
New +$161 ﹤0.01% 2185
2016
Q4 		– Sell
-1,461
Closed -$55K – 457
2016
Q3 		$55K Buy
1,461
+35
+2% +$1.33K 0.02% 230
2016
Q2 		$52K Buy
1,426
+34
+2% +$1.23K 0.01% 249
2016
Q1 		$51K Buy
1,392
+33
+2% +$1.12K 0.02% 236
2015
Q4 		$49K Buy
1,359
+31
+2% +$1.19K 0.01% 252
2015
Q3 		$50K Buy
+1,328
New +$53.4K 0.02% 213

Other funds holding FSK

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

JFS Wealth Advisors's FSK Position: Q3 2026 in Review

JFS Wealth Advisors sold out of FS KKR Capital (FSK) in Q3 2026, closing a stake of 15 shares — an estimated $158 sold.

JFS Wealth Advisors first reported a position in FSK in Q3 2015 and held it in 6 quarters. The position peaked at $55K in Q3 2016. 262 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • JFS Wealth Advisors reported no remaining FS KKR Capital position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 15 FS KKR Capital shares in Q3 2026, an estimated $158.
  • JFS Wealth Advisors first reported a position in FS KKR Capital in Q3 2015 and held it in 6 quarters.
  • JFS Wealth Advisors's FS KKR Capital position peaked at $55K in Q3 2016.
  • 262 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.