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FSK icon

Naviter Wealth’s FS KKR Capital FSK Stock Holding History

Naviter Wealth’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 		$2.22M Buy
203,271
+54,429
+37% +$585K 0.2% 113
2026
Q1 		$1.59M Buy
148,842
+46,811
+46% +$586K 0.2% 117
2025
Q4 		$1.51M Sell
102,031
-66,969
-40% -$1.02M 0.2% 127
2025
Q3 		$2.64M Sell
169,000
-76,587
-31% -$1.45M 0.31% 81
2025
Q2 		$5.25M Buy
245,587
+13,239
+6% +$270K 0.65% 29
2025
Q1 		$5.04M Buy
232,348
+10,199
+5% +$228K 0.61% 34
2024
Q4 		$4.83M Sell
222,149
-23,355
-10% -$490K 0.58% 34
2024
Q3 		$5.01M Buy
245,504
+4,015
+2% +$79.8K 0.7% 33
2024
Q2 		$4.92M Buy
241,489
+110,191
+84% +$2.17M 0.73% 30
2024
Q1 		$2.59M Buy
131,298
+119,181
+984% +$2.36M 0.42% 65
2023
Q4 		$250K Buy
12,117
+1,229
+11% +$24.1K 0.05% 196
2023
Q3 		$222K Buy
+10,888
New +$218K 0.05% 188

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
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
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Naviter Wealth's FSK Position: Q2 2026 in Review

Naviter Wealth increased its FS KKR Capital (FSK) stake by 37% in Q2 2026, buying an estimated $585K and bringing the position to 203,271 shares worth $2.22M. The position accounts for 0.2% of the portfolio, ranked #113.

Naviter Wealth first reported a position in FSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.25M in Q2 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Naviter Wealth held 203,271 shares of FS KKR Capital worth $2.22M as of Q2 2026.
  • Naviter Wealth bought 54,429 FS KKR Capital shares in Q2 2026, an estimated $585K.
  • FS KKR Capital made up 0.2% of Naviter Wealth's portfolio in Q2 2026, its #113 holding.
  • Naviter Wealth first reported a position in FS KKR Capital in Q3 2023 and has held it in 12 quarters since.
  • Naviter Wealth's FS KKR Capital position peaked at $5.25M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.