MFS
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Madrona Financial Services’s FS KKR Capital FSK Stock Holding History

Madrona Financial 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 		$194K Hold
18,430
– – 0.04% 140
2026
Q1 		$188K Sell
18,430
-15,084
-45% -$189K 0.04% 120
2025
Q4 		$496K Buy
+33,514
New +$508K 0.11% 70

Other funds holding FSK

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Madrona Financial Services's FSK Position: Q2 2026 in Review

Madrona Financial Services held its FS KKR Capital (FSK) position steady in Q2 2026 at 18,430 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #140.

Madrona Financial Services first reported a position in FSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q4 2025. 159 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Madrona Financial Services held 18,430 shares of FS KKR Capital worth $194K as of Q2 2026.
  • Madrona Financial Services left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up 0.04% of Madrona Financial Services's portfolio in Q2 2026, its #140 holding.
  • Madrona Financial Services first reported a position in FS KKR Capital in Q4 2025 and has held it in 3 quarters since.
  • Madrona Financial Services's FS KKR Capital position peaked at $496K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.