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 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

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

JFS Wealth Advisors's FSK Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in FS KKR Capital (FSK) in Q2 2026: 15 shares worth $158. The stake represents ﹤0.01% of the portfolio and ranks #2185 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FSK as recently as Q3 2016.

JFS Wealth Advisors first reported a position in FSK in Q3 2015 and has held it in 6 quarters since. The position peaked at $55K in Q3 2016. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

JFS Wealth Advisors held 15 shares of FS KKR Capital worth $158 as of Q2 2026.
FS KKR Capital was a new JFS Wealth Advisors position in Q2 2026.
FS KKR Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2185 holding.
JFS Wealth Advisors first reported a position in FS KKR Capital in Q3 2015 and has held it in 6 quarters since.
JFS Wealth Advisors's FS KKR Capital position peaked at $55K in Q3 2016.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.