Soltis Investment Advisors’s FS KKR Capital FSK Stock Holding History

Soltis Investment 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 Q2	$410K	Buy	39,032 +797	+2%	+$8.57K	0.02%	403
2026 Q1	$389K	Buy	38,235 +5,451	+17%	+$68.2K	0.02%	386
2025 Q4	$486K	Buy	32,784 +1,596	+5%	+$24.2K	0.03%	325
2025 Q3	$466K	Buy	31,188 +8,643	+38%	+$164K	0.03%	310
2025 Q2	$468K	Buy	22,545 +4,216	+23%	+$85.9K	0.04%	262
2025 Q1	$384K	Buy	18,329 +1,349	+8%	+$30.2K	0.03%	271
2024 Q4	$369K	Buy	+16,980	New	+$356K	0.03%	265
2023 Q2	–	Sell	-10,285	Closed	-$190K	–	268
2023 Q1	$190K	Hold	10,285	–	–	0.02%	249
2022 Q4	$180K	Hold	10,285	–	–	0.02%	237
2022 Q3	$174K	Sell	10,285 -1,510	-13%	-$31.5K	0.03%	222
2022 Q2	$229K	Sell	11,795 -3,124	-21%	-$66.2K	0.03%	215
2022 Q1	$340K	Sell	14,919 -1,000	-6%	-$22.2K	0.05%	194
2021 Q4	$333K	Hold	15,919	–	–	0.05%	196
2021 Q3	$351K	Hold	15,919	–	–	0.05%	181
2021 Q2	$342K	Buy	+15,919	New	+$341K	0.05%	188

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

Soltis Investment Advisors's FSK Position: Q2 2026 in Review

Soltis Investment Advisors increased its FS KKR Capital (FSK) stake by 2.1% in Q2 2026, buying an estimated $8.57K and bringing the position to 39,032 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #403.

Soltis Investment Advisors first reported a position in FSK in Q2 2021 and has held it in 15 quarters since. The position peaked at $486K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Soltis Investment Advisors held 39,032 shares of FS KKR Capital worth $410K as of Q2 2026.
Soltis Investment Advisors bought 797 FS KKR Capital shares in Q2 2026, an estimated $8.57K.
FS KKR Capital made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #403 holding.
Soltis Investment Advisors first reported a position in FS KKR Capital in Q2 2021 and has held it in 15 quarters since.
Soltis Investment Advisors's FS KKR Capital position peaked at $486K in Q4 2025.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.