SWIM
FSK icon

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

Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 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. 134 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.
  • 134 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.