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Meridian Wealth Management’s FS KKR Capital FSK Stock Holding History

Meridian Wealth Management’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 		$136K Sell
12,967
-1,997
-13% -$21.5K ﹤0.01% 810
2026
Q1 		$152K Sell
14,964
-2,757
-16% -$34.5K 0.01% 758
2025
Q4 		$262K Sell
17,721
-2,336
-12% -$35.4K 0.01% 648
2025
Q3 		$299K Sell
20,057
-5,536
-22% -$105K 0.01% 579
2025
Q2 		$531K Buy
25,593
+7,054
+38% +$144K 0.02% 431
2025
Q1 		$388K Sell
18,539
-2,924
-14% -$65.4K 0.02% 469
2024
Q4 		$466K Buy
21,463
+982
+5% +$20.6K 0.02% 426
2024
Q3 		$404K Buy
+20,481
New +$407K 0.02% 457
2024
Q2 		– Sell
-23,995
Closed -$458K – 373
2024
Q1 		$458K Sell
23,995
-1,628
-6% -$32.2K 0.08% 143
2023
Q4 		$512K Sell
25,623
-20,619
-45% -$405K 0.03% 378
2023
Q3 		$911K Buy
46,242
+24,555
+113% +$491K 0.06% 252
2023
Q2 		$416K Buy
21,687
+1,681
+8% +$31.8K 0.04% 362
2023
Q1 		$370K Buy
20,006
+3,438
+21% +$65.2K 0.03% 375
2022
Q4 		$290K Buy
16,568
+2,850
+21% +$53K 0.03% 423
2022
Q3 		$233K Buy
+13,718
New +$286K 0.03% 421

Other funds holding FSK

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Meridian Wealth Management's FSK Position: Q2 2026 in Review

Meridian Wealth Management reduced its FS KKR Capital (FSK) stake by 13% in Q2 2026, selling an estimated $21.5K and leaving 12,967 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Meridian Wealth Management first reported a position in FSK in Q3 2022 and has held it in 15 quarters since. The position peaked at $911K in Q3 2023. 249 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Meridian Wealth Management held 12,967 shares of FS KKR Capital worth $136K as of Q2 2026.
  • Meridian Wealth Management sold 1,997 FS KKR Capital shares in Q2 2026, an estimated $21.5K.
  • FS KKR Capital made up ﹤0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #810 holding.
  • Meridian Wealth Management first reported a position in FS KKR Capital in Q3 2022 and has held it in 15 quarters since.
  • Meridian Wealth Management's FS KKR Capital position peaked at $911K in Q3 2023.
  • 249 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.