MFG
FSK icon

Merit Financial Group’s FS KKR Capital FSK Stock Holding History

Merit Financial Group’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 		$680K Buy
64,738
+7,245
+13% +$77.9K ﹤0.01% 1313
2026
Q1 		$585K Sell
57,493
-3,643
-6% -$45.6K ﹤0.01% 1279
2025
Q4 		$905K Sell
61,136
-33,445
-35% -$507K 0.01% 998
2025
Q3 		$1.41M Buy
94,581
+11,480
+14% +$217K 0.01% 702
2025
Q2 		$1.72M Sell
83,101
-240
-0.3% -$4.89K 0.02% 578
2025
Q1 		$1.75M Buy
83,341
+16,093
+24% +$360K 0.03% 472
2024
Q4 		$1.46M Sell
67,248
-14,060
-17% -$295K 0.03% 417
2024
Q3 		$1.6M Buy
81,308
+39,654
+95% +$788K 0.04% 311
2024
Q2 		$822K Sell
41,654
-2,415
-5% -$47.5K 0.02% 464
2024
Q1 		$847K Buy
44,069
+2,311
+6% +$45.7K 0.02% 446
2023
Q4 		$834K Sell
41,758
-15,874
-28% -$312K 0.03% 358
2023
Q3 		$1.13M Buy
57,632
+12,423
+27% +$248K 0.04% 301
2023
Q2 		$867K Sell
45,209
-18,382
-29% -$348K 0.03% 360
2023
Q1 		$1.18M Sell
63,591
-1,723
-3% -$32.7K 0.04% 266
2022
Q4 		$1.14M Buy
65,314
+36,196
+124% +$673K 0.04% 274
2022
Q3 		$494K Buy
29,118
+8,874
+44% +$185K 0.02% 359
2022
Q2 		$393K Buy
20,244
+5,137
+34% +$109K 0.01% 398
2022
Q1 		$345K Sell
15,107
-578
-4% -$12.8K 0.02% 286
2021
Q4 		$328K Buy
15,685
+26
+0.2% +$562 0.03% 212
2021
Q3 		$345K Buy
15,659
+24
+0.2% +$530 0.04% 189
2021
Q2 		$336K Buy
15,635
+5,265
+51% +$113K 0.03% 194
2021
Q1 		$206K Buy
10,370
+11
+0.1% +$205 0.02% 225
2020
Q4 		$172K Sell
10,359
-1,740
-14% -$28.9K 0.02% 206
2020
Q3 		$192K Sell
12,099
-206
-2% -$3.21K 0.02% 211
2020
Q2 		$172K Sell
12,305
-252
-2% -$3.55K 0.02% 206
2020
Q1 		$151K Buy
12,557
+284
+2% +$6.08K 0.02% 210
2019
Q4 		$301K Sell
12,273
-340
-3% -$8.13K 0.03% 187
2019
Q3 		$294K Buy
12,613
+1,258
+11% +$29.5K 0.03% 116
2019
Q2 		$270K Sell
11,355
-5,745
-34% -$141K 0.03% 97
2019
Q1 		$413K Sell
17,100
-1,324
-7% -$32.8K 0.05% 73
2018
Q4 		$381K Buy
18,424
+7,398
+67% +$184K 0.06% 61
2018
Q3 		$310K Sell
11,026
-737
-6% -$22.5K 0.05% 90
2018
Q2 		$345K Sell
11,763
-1,330
-10% -$40.6K 0.06% 79
2018
Q1 		$379K Buy
13,093
+681
+5% +$20.3K 0.07% 61
2017
Q4 		$364K Buy
+12,412
New +$399K 0.08% 66

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
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 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
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Merit Financial Group's FSK Position: Q2 2026 in Review

Merit Financial Group increased its FS KKR Capital (FSK) stake by 13% in Q2 2026, buying an estimated $77.9K and bringing the position to 64,738 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Merit Financial Group first reported a position in FSK in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.75M in Q1 2025. 53 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Merit Financial Group held 64,738 shares of FS KKR Capital worth $680K as of Q2 2026.
  • Merit Financial Group bought 7,245 FS KKR Capital shares in Q2 2026, an estimated $77.9K.
  • FS KKR Capital made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1313 holding.
  • Merit Financial Group first reported a position in FS KKR Capital in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's FS KKR Capital position peaked at $1.75M in Q1 2025.
  • 53 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

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