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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
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 $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SHP Wealth Management's FSK Position: Q1 2026 in Review

SHP Wealth Management held its FS KKR Capital (FSK) position steady in Q1 2026 at 200 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

SHP Wealth Management first reported a position in FSK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.96K in Q4 2025. 478 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • SHP Wealth Management held 200 shares of FS KKR Capital worth $2.04K as of Q1 2026.
  • SHP Wealth Management left its FS KKR Capital share count unchanged in Q1 2026.
  • FS KKR Capital made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1275 holding.
  • SHP Wealth Management first reported a position in FS KKR Capital in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's FS KKR Capital position peaked at $2.96K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.