Proactive Wealth Strategies’s FS KKR Capital FSK Stock Holding History

Proactive Wealth Strategies’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	$1.38M	Sell	131,711 -4,478	-3%	-$48.2K	0.22%	96
2026 Q1	$1.39M	Buy	136,189 +67,795	+99%	+$848K	0.26%	90
2025 Q4	$1.01M	Buy	68,394 +3,361	+5%	+$50.9K	0.4%	67
2025 Q3	$971K	Buy	65,033 +1,673	+3%	+$31.7K	0.42%	65
2025 Q2	$1.31M	Sell	63,360 -406	-0.6%	-$8.27K	0.62%	57
2025 Q1	$1.34M	Sell	63,766 -1,200	-2%	-$26.8K	0.71%	46
2024 Q4	$1.41M	Buy	64,966 +12,926	+25%	+$271K	0.74%	47
2024 Q3	$1.03M	Buy	+52,040	New	+$1.03M	0.57%	53

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

Proactive Wealth Strategies's FSK Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its FS KKR Capital (FSK) stake by 3.3% in Q2 2026, selling an estimated $48.2K and leaving 131,711 shares worth $1.38M. The position accounts for 0.22% of the portfolio, ranked #96.

Proactive Wealth Strategies first reported a position in FSK in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q4 2024. 271 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Proactive Wealth Strategies held 131,711 shares of FS KKR Capital worth $1.38M as of Q2 2026.
Proactive Wealth Strategies sold 4,478 FS KKR Capital shares in Q2 2026, an estimated $48.2K.
FS KKR Capital made up 0.22% of Proactive Wealth Strategies's portfolio in Q2 2026, its #96 holding.
Proactive Wealth Strategies first reported a position in FS KKR Capital in Q3 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's FS KKR Capital position peaked at $1.41M in Q4 2024.
271 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.