Sequoia Financial Advisors’s FS KKR Capital FSK Stock Holding History

Sequoia Financial Advisors’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	$187K	Sell	17,844 -20,829	-54%	-$224K	﹤0.01%	2003
2026 Q1	$394K	Sell	38,673 -32,753	-46%	-$410K	﹤0.01%	1408
2025 Q4	$1.06M	Sell	71,426 -10,173	-12%	-$154K	0.01%	862
2025 Q3	$1.22M	Sell	81,599 -20,721	-20%	-$392K	0.01%	696
2025 Q2	$2.12M	Buy	102,320 +3,190	+3%	+$65K	0.01%	457
2025 Q1	$2.08M	Sell	99,130 -2,504	-2%	-$56K	0.02%	430
2024 Q4	$2.21M	Buy	101,634 +733	+0.7%	+$15.4K	0.02%	385
2024 Q3	$1.99M	Sell	100,901 -340	-0.3%	-$6.75K	0.02%	376
2024 Q2	$2M	Sell	101,241 -1,934	-2%	-$38K	0.02%	324
2024 Q1	$1.97M	Sell	103,175 -1,608	-2%	-$31.8K	0.02%	328
2023 Q4	$2.09M	Buy	+104,783	New	+$2.06M	0.03%	347

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

Sequoia Financial Advisors's FSK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its FS KKR Capital (FSK) stake by 54% in Q2 2026, selling an estimated $224K and leaving 17,844 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Sequoia Financial Advisors first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.21M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Sequoia Financial Advisors held 17,844 shares of FS KKR Capital worth $187K as of Q2 2026.
Sequoia Financial Advisors sold 20,829 FS KKR Capital shares in Q2 2026, an estimated $224K.
FS KKR Capital made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2003 holding.
Sequoia Financial Advisors first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
Sequoia Financial Advisors's FS KKR Capital position peaked at $2.21M in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

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