SOA Wealth Advisors’s FS KKR Capital FSK Stock Holding History

SOA Wealth 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 Q3	$12.6K	Hold	1,147	–	–	﹤0.01%	562
2026 Q2	$12K	Hold	1,147	–	–	﹤0.01%	585
2026 Q1	$11.7K	Hold	1,147	–	–	﹤0.01%	570
2025 Q4	$17K	Hold	1,147	–	–	﹤0.01%	528
2025 Q3	$17.1K	Hold	1,147	–	–	﹤0.01%	545
2025 Q2	$23.8K	Hold	1,147	–	–	﹤0.01%	475
2025 Q1	$24K	Hold	1,147	–	–	0.01%	442
2024 Q4	$24.9K	Hold	1,147	–	–	﹤0.01%	423
2024 Q3	$22.6K	Hold	1,147	–	–	﹤0.01%	433
2024 Q2	$22.6K	Hold	1,147	–	–	﹤0.01%	424
2024 Q1	$21.9K	Hold	1,147	–	–	﹤0.01%	435
2023 Q4	$22.9K	Hold	1,147	–	–	0.01%	401
2023 Q3	$22.6K	Hold	1,147	–	–	0.01%	397
2023 Q2	$22K	Hold	1,147	–	–	0.01%	417
2023 Q1	$21.2K	Hold	1,147	–	–	0.01%	414
2022 Q4	$20.1K	Hold	1,147	–	–	0.01%	405
2022 Q3	$19K	Hold	1,147	–	–	0.01%	397
2022 Q2	$22K	Hold	1,147	–	–	0.01%	365
2022 Q1	$26K	Hold	1,147	–	–	0.01%	408
2021 Q4	$23K	Hold	1,147	–	–	0.01%	424
2021 Q3	$25K	Hold	1,147	–	–	0.01%	411
2021 Q2	$24K	Buy	+1,147	New	+$24.6K	0.01%	424

Other funds holding FSK

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Callodine Capital Management Boston, Massachusetts $1.59B AUM 12.25% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SOA Wealth Advisors's FSK Position: Q3 2026 in Review

SOA Wealth Advisors held its FS KKR Capital (FSK) position steady in Q3 2026 at 1,147 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

SOA Wealth Advisors first reported a position in FSK in Q2 2021 and has held it in 22 quarters since. The position peaked at $26K in Q1 2022. 362 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

SOA Wealth Advisors held 1,147 shares of FS KKR Capital worth $12.6K as of Q3 2026.
SOA Wealth Advisors left its FS KKR Capital share count unchanged in Q3 2026.
FS KKR Capital made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #562 holding.
SOA Wealth Advisors first reported a position in FS KKR Capital in Q2 2021 and has held it in 22 quarters since.
SOA Wealth Advisors's FS KKR Capital position peaked at $26K in Q1 2022.
362 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.