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 Q3	$381K	Sell	34,711 -115,282	-77%	-$1.32M	0.05%	243
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Callodine Capital Management Boston, Massachusetts $1.59B AUM 12.25% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's FSK Position: Q3 2026 in Review

Maia Wealth reduced its FS KKR Capital (FSK) stake by 77% in Q3 2026, selling an estimated $1.32M and leaving 34,711 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #243.

Maia Wealth first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q4 2024. 362 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

Maia Wealth held 34,711 shares of FS KKR Capital worth $381K as of Q3 2026.
Maia Wealth sold 115,282 FS KKR Capital shares in Q3 2026, an estimated $1.32M.
FS KKR Capital made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #243 holding.
Maia Wealth first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's FS KKR Capital position peaked at $14.5M in Q4 2024.
362 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.