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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 43 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.
43 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.