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

SHP 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 		$2.1K Hold
200
– – ﹤0.01% 1389
2026
Q1 		$2.04K Hold
200
– – ﹤0.01% 1275
2025
Q4 		$2.96K Buy
+200
New +$3.03K ﹤0.01% 1068

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

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

SHP Wealth Management held its FS KKR Capital (FSK) position steady in Q2 2026 at 200 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

SHP Wealth Management first reported a position in FSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • SHP Wealth Management held 200 shares of FS KKR Capital worth $2.1K as of Q2 2026.
  • SHP Wealth Management left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1389 holding.
  • SHP Wealth Management first reported a position in FS KKR Capital in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's FS KKR Capital position peaked at $2.96K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.