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

Modern 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	$3.24M	Sell	308,991 -31,100	-9%	-$334K	0.04%	310
2026 Q1	$3.44M	Sell	340,091 -19,382	-5%	-$243K	0.06%	242
2025 Q4	$5.32M	Sell	359,473 -26,695	-7%	-$405K	0.1%	185
2025 Q3	$5.77M	Sell	386,168 -6,359	-2%	-$120K	0.11%	172
2025 Q2	$8.14M	Sell	392,527 -8,566	-2%	-$175K	0.2%	114
2025 Q1	$8.4M	Sell	401,093 -165	-0%	-$3.69K	0.27%	84
2024 Q4	$8.72M	Buy	401,258 +5,420	+1%	+$114K	0.33%	73
2024 Q3	$7.81M	Sell	395,838 -3,633	-0.9%	-$72.2K	0.48%	40
2024 Q2	$7.88M	Sell	399,471 -4,498	-1%	-$88.4K	0.58%	34
2024 Q1	$7.7M	Sell	403,969 -1,320	-0.3%	-$26.1K	0.72%	23
2023 Q4	$8.09M	Buy	+405,289	New	+$7.96M	1.02%	17

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

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

Modern Wealth Management reduced its FS KKR Capital (FSK) stake by 9.1% in Q2 2026, selling an estimated $334K and leaving 308,991 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #310.

Modern Wealth Management first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.72M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Modern Wealth Management held 308,991 shares of FS KKR Capital worth $3.24M as of Q2 2026.
Modern Wealth Management sold 31,100 FS KKR Capital shares in Q2 2026, an estimated $334K.
FS KKR Capital made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #310 holding.
Modern Wealth Management first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's FS KKR Capital position peaked at $8.72M in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.