SWA
FSK icon

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
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

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 $377B AUM 19.32% 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 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return