Smallwood Wealth Investment Management’s FS KKR Capital FSK Stock Holding History

Smallwood Wealth Investment 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	$137K	Hold	13,043	–	–	0.06%	119
2026 Q1	$133K	Hold	13,043	–	–	0.07%	103
2025 Q4	$193K	Sell	13,043 -3,802	-23%	-$57.6K	0.1%	84
2025 Q3	$251K	Hold	16,845	–	–	0.13%	76
2025 Q2	$350K	Hold	16,845	–	–	0.2%	54
2025 Q1	$353K	Hold	16,845	–	–	0.22%	53
2024 Q4	$366K	Sell	16,845 -6,755	-29%	-$142K	0.25%	58
2024 Q3	$466K	Hold	23,600	–	–	0.33%	42
2024 Q2	$466K	Hold	23,600	–	–	0.36%	40
2024 Q1	$450K	Hold	23,600	–	–	0.35%	43
2023 Q4	$471K	Hold	23,600	–	–	0.39%	39
2023 Q3	$465K	Sell	23,600 -164	-0.7%	-$3.28K	0.42%	36
2023 Q2	$456K	Sell	23,764 -262	-1%	-$4.96K	0.41%	38
2023 Q1	$444K	Sell	24,026 -1,798	-7%	-$34.1K	0.42%	38
2022 Q4	$452K	Sell	25,824 -185	-0.7%	-$3.44K	0.38%	45
2022 Q3	$441K	Hold	26,009	–	–	0.4%	48
2022 Q2	$505K	Sell	26,009 -805	-3%	-$17.1K	0.51%	35
2022 Q1	$612K	Buy	26,814 +59	+0.2%	+$1.31K	0.58%	30
2021 Q4	$560K	Buy	+26,755	New	+$578K	0.52%	31

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

Smallwood Wealth Investment Management's FSK Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its FS KKR Capital (FSK) position steady in Q2 2026 at 13,043 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #119.

Smallwood Wealth Investment Management first reported a position in FSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $612K in Q1 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Smallwood Wealth Investment Management held 13,043 shares of FS KKR Capital worth $137K as of Q2 2026.
Smallwood Wealth Investment Management left its FS KKR Capital share count unchanged in Q2 2026.
FS KKR Capital made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #119 holding.
Smallwood Wealth Investment Management first reported a position in FS KKR Capital in Q4 2021 and has held it in 19 quarters since.
Smallwood Wealth Investment Management's FS KKR Capital position peaked at $612K in Q1 2022.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.