Maia Wealth’s FS KKR Capital FSK Stock Holding History

Maia Wealth’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	$1.57M	Sell	149,993 -288,022	-66%	-$3.1M	0.23%	119
2026 Q1	$4.46M	Sell	438,015 -257,508	-37%	-$3.22M	0.75%	30
2025 Q4	$9.36M	Buy	695,523 +8,651	+1%	+$131K	1.6%	11
2025 Q3	$10.6M	Buy	686,872 +34,575	+5%	+$654K	1.78%	10
2025 Q2	$13.5M	Sell	652,297 -2,514	-0.4%	-$51.2K	2.58%	4
2025 Q1	$12.4M	Buy	654,811 +16,702	+3%	+$373K	2.81%	3
2024 Q4	$14.5M	Buy	638,109 +65,245	+11%	+$1.37M	3.13%	2
2024 Q3	$11.9M	Buy	572,864 +53,954	+10%	+$1.07M	2.94%	3
2024 Q2	$10.6M	Buy	+518,910	New	+$10.2M	3.18%	2
2023 Q4	$8.11M	Buy	+405,973	New	+$7.98M	3.27%	4

Other funds holding FSK

UBP

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SWP

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

Maia Wealth's FSK Position: Q2 2026 in Review

Maia Wealth reduced its FS KKR Capital (FSK) stake by 66% in Q2 2026, selling an estimated $3.1M and leaving 149,993 shares worth $1.57M. The position accounts for 0.23% of the portfolio, ranked #119.

Maia Wealth first reported a position in FSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.5M in Q4 2024. 117 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Maia Wealth held 149,993 shares of FS KKR Capital worth $1.57M as of Q2 2026.
Maia Wealth sold 288,022 FS KKR Capital shares in Q2 2026, an estimated $3.1M.
FS KKR Capital made up 0.23% of Maia Wealth's portfolio in Q2 2026, its #119 holding.
Maia Wealth first reported a position in FS KKR Capital in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's FS KKR Capital position peaked at $14.5M in Q4 2024.
117 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.