N.E.W. Advisory Services’s FS KKR Capital FSK Stock Holding History

N.E.W. Advisory Services’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	$84K	Hold	7,997	–	–	0.01%	313
2026 Q1	$81.4K	Sell	7,997 -3,996	-33%	-$50K	0.01%	307
2025 Q4	$178K	Hold	11,993	–	–	0.01%	212
2025 Q3	$179K	Hold	11,993	–	–	0.02%	193
2025 Q2	$249K	Hold	11,993	–	–	0.02%	166
2025 Q1	$251K	Hold	11,993	–	–	0.02%	186
2024 Q4	$260K	Sell	11,993 -650	-5%	-$13.6K	0.02%	165
2024 Q3	$249K	Buy	12,643 +512	+4%	+$10.2K	0.02%	168
2024 Q2	$239K	Sell	12,131 -512	-4%	-$10.1K	0.03%	158
2024 Q1	$241K	Hold	12,643	–	–	0.03%	154
2023 Q4	$252K	Hold	12,643	–	–	0.03%	146
2023 Q3	$249K	Sell	12,643 -581	-4%	-$11.6K	0.04%	132
2023 Q2	$254K	Hold	13,224	–	–	0.04%	119
2023 Q1	$245K	Hold	13,224	–	–	0.04%	117
2022 Q4	$231K	Sell	13,224 -1	-0%	-$19	0.04%	122
2022 Q3	$224K	Hold	13,225	–	–	0.04%	120
2022 Q2	$257K	Buy	+13,225	New	+$280K	0.04%	111
2022 Q1	–	Sell	-13,236	Closed	-$277K	–	147
2021 Q4	$277K	Hold	13,236	–	–	0.04%	117
2021 Q3	$292K	Buy	13,236 +687	+5%	+$15.2K	0.05%	108
2021 Q2	$269K	Buy	+12,549	New	+$269K	0.05%	112

Other funds holding FSK

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

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

N.E.W. Advisory Services's FSK Position: Q2 2026 in Review

N.E.W. Advisory Services held its FS KKR Capital (FSK) position steady in Q2 2026 at 7,997 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #313.

N.E.W. Advisory Services first reported a position in FSK in Q2 2021 and has held it in 20 quarters since. The position peaked at $292K in Q3 2021. 283 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

N.E.W. Advisory Services held 7,997 shares of FS KKR Capital worth $84K as of Q2 2026.
N.E.W. Advisory Services left its FS KKR Capital share count unchanged in Q2 2026.
FS KKR Capital made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #313 holding.
N.E.W. Advisory Services first reported a position in FS KKR Capital in Q2 2021 and has held it in 20 quarters since.
N.E.W. Advisory Services's FS KKR Capital position peaked at $292K in Q3 2021.
283 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.