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Laurel Oak Wealth Management’s FS KKR Capital FSK Stock Holding History

Laurel Oak Wealth Management’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 		$546K Sell
52,010
-2,799
-5% -$30.1K 0.08% 186
2026
Q1 		$558K Sell
54,809
-1,235
-2% -$15.5K 0.09% 176
2025
Q4 		$830K Buy
+56,044
New +$850K 0.14% 129

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

Laurel Oak Wealth Management's FSK Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its FS KKR Capital (FSK) stake by 5.1% in Q2 2026, selling an estimated $30.1K and leaving 52,010 shares worth $546K. The position accounts for 0.08% of the portfolio, ranked #186.

Laurel Oak Wealth Management first reported a position in FSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $830K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Laurel Oak Wealth Management held 52,010 shares of FS KKR Capital worth $546K as of Q2 2026.
  • Laurel Oak Wealth Management sold 2,799 FS KKR Capital shares in Q2 2026, an estimated $30.1K.
  • FS KKR Capital made up 0.08% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Laurel Oak Wealth Management first reported a position in FS KKR Capital in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's FS KKR Capital position peaked at $830K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.