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

Kingswood 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 		$1.1M Sell
104,332
-319
-0.3% -$3.43K 0.04% 389
2026
Q1 		$1.07M Sell
104,651
-7,530
-7% -$94.2K 0.05% 367
2025
Q4 		$1.66M Sell
112,181
-4,115
-4% -$62.4K 0.08% 249
2025
Q3 		$1.74M Buy
116,296
+1,621
+1% +$30.7K 0.11% 204
2025
Q2 		$2.38M Buy
114,675
+497
+0.4% +$10.1K 0.19% 118
2025
Q1 		$2.44M Sell
114,178
-110,415
-49% -$2.47M 0.22% 107
2024
Q4 		$4.88M Buy
224,593
+104,016
+86% +$2.18M 0.37% 49
2024
Q3 		$2.39M Buy
120,577
+4,155
+4% +$82.6K 0.17% 135
2024
Q2 		$2.3M Buy
116,422
+1,132
+1% +$22.2K 0.21% 106
2024
Q1 		$2.2M Buy
115,290
+3,162
+3% +$62.6K 0.25% 91
2023
Q4 		$2.24M Buy
112,128
+101,845
+990% +$2M 0.25% 86
2023
Q3 		$199K Sell
10,283
-107,359
-91% -$2.15M 0.03% 390
2023
Q2 		$2.26M Buy
+117,642
New +$2.23M 0.72% 32

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

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

Kingswood Wealth Advisors reduced its FS KKR Capital (FSK) stake by 0.3% in Q2 2026, selling an estimated $3.43K and leaving 104,332 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #389.

Kingswood Wealth Advisors first reported a position in FSK in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.88M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Kingswood Wealth Advisors held 104,332 shares of FS KKR Capital worth $1.1M as of Q2 2026.
  • Kingswood Wealth Advisors sold 319 FS KKR Capital shares in Q2 2026, an estimated $3.43K.
  • FS KKR Capital made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #389 holding.
  • Kingswood Wealth Advisors first reported a position in FS KKR Capital in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's FS KKR Capital position peaked at $4.88M in Q4 2024.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.