Lloyd Advisory Services’s FS KKR Capital FSK Stock Holding History

Lloyd Advisory Services’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	–	Sell	-3,358	Closed	-$34.2K	–	764
2026 Q1	$34.2K	Buy	+3,358	New	+$42K	0.01%	319
2025 Q3	–	Sell	-11,026	Closed	-$229K	–	101
2025 Q2	$229K	Buy	11,026 +339	+3%	+$6.91K	0.11%	89
2025 Q1	$224K	Hold	10,687	–	–	0.11%	88
2024 Q4	$232K	Buy	10,687 +667	+7%	+$14K	0.11%	85
2024 Q3	$198K	Buy	+10,020	New	+$199K	0.1%	96
2022 Q2	–	Sell	-1,493	Closed	-$34K	–	237
2022 Q1	$34K	Buy	1,493 +19	+1%	+$421	0.02%	275
2021 Q4	$31K	Buy	1,474 +19	+1%	+$411	0.01%	258
2021 Q3	$32K	Hold	1,455	–	–	0.02%	201
2021 Q2	$31K	Buy	+1,455	New	+$31.2K	0.02%	208
2020 Q1	–	Sell	-4,443	Closed	-$109K	–	317
2019 Q4	$109K	Buy	+4,443	New	+$106K	0.1%	92

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

Lloyd Advisory Services's FSK Position: Q2 2026 in Review

Lloyd Advisory Services sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 3,358 shares — an estimated $34.2K sold.

Lloyd Advisory Services first reported a position in FSK in Q4 2019 and held it in 10 quarters. The position peaked at $232K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Lloyd Advisory Services reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 3,358 FS KKR Capital shares in Q2 2026, an estimated $34.2K.
Lloyd Advisory Services first reported a position in FS KKR Capital in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's FS KKR Capital position peaked at $232K in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.