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Marshall & Sterling Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$15.8K Hold
1,504
– – 0.01% 220
2026
Q1 		$15.3K Hold
1,504
– – 0.01% 213
2025
Q4 		$22.3K Hold
1,504
– – 0.01% 188
2025
Q3 		$22.5K Hold
1,504
– – 0.01% 257
2025
Q2 		$31.2K Hold
1,504
– – 0.02% 217
2025
Q1 		$31.5K Hold
1,504
– – 0.02% 210
2024
Q4 		$32.7K Buy
+1,504
New +$31.6K 0.02% 164

Other funds holding FSK

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FSK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its FS KKR Capital (FSK) position steady in Q2 2026 at 1,504 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #220.

Marshall & Sterling Wealth Advisors first reported a position in FSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.7K in Q4 2024. 67 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,504 shares of FS KKR Capital worth $15.8K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in FS KKR Capital in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's FS KKR Capital position peaked at $32.7K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.