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Souders Financial Advisors’s FS KKR Capital FSK Stock Holding History

Souders Financial 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 		– Sell
-15,968
Closed -$163K – 231
2026
Q1 		$163K Buy
15,968
+441
+3% +$5.52K 0.02% 214
2025
Q4 		$230K Buy
15,527
+1,962
+14% +$29.7K 0.03% 198
2025
Q3 		$203K Buy
+13,565
New +$257K 0.02% 203
2024
Q3 		– Sell
-25,209
Closed -$497K – 178
2024
Q2 		$497K Buy
25,209
+950
+4% +$18.7K 0.08% 123
2024
Q1 		$463K Buy
24,259
+4,022
+20% +$79.6K 0.07% 125
2023
Q4 		$404K Buy
20,237
+2,380
+13% +$46.8K 0.07% 127
2023
Q3 		$352K Buy
17,857
+2,172
+14% +$43.4K 0.07% 131
2023
Q2 		$301K Sell
15,685
-4,356
-22% -$82.4K 0.06% 134
2023
Q1 		$371K Sell
20,041
-2,519
-11% -$47.8K 0.08% 124
2022
Q4 		$395K Sell
22,560
-16,249
-42% -$302K 0.09% 126
2022
Q3 		$658K Sell
38,809
-2,138
-5% -$44.6K 0.18% 94
2022
Q2 		$795K Sell
40,947
-2,595
-6% -$55K 0.23% 79
2022
Q1 		$994K Sell
43,542
-2,387
-5% -$52.9K 0.29% 76
2021
Q4 		$962K Sell
45,929
-1,938
-4% -$41.9K 0.28% 75
2021
Q3 		$1.05M Sell
47,867
-1,192
-2% -$26.3K 0.34% 67
2021
Q2 		$1.05M Buy
+49,059
New +$1.05M 0.36% 62
2021
Q1 		– Sell
-12,060
Closed -$200K – 128
2020
Q4 		$200K Sell
12,060
-250
-2% -$4.16K 0.09% 106
2020
Q3 		$205K Buy
12,310
+159
+1% +$2.48K 0.1% 103
2020
Q2 		$170K Sell
12,151
-14,809
-55% -$209K 0.1% 93
2020
Q1 		$324K Buy
+26,960
New +$577K 0.29% 71

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Souders Financial Advisors's FSK Position: Q2 2026 in Review

Souders Financial Advisors sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 15,968 shares — an estimated $163K sold.

Souders Financial Advisors first reported a position in FSK in Q1 2020 and held it in 20 quarters. The position peaked at $1.05M in Q3 2021. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Souders Financial Advisors reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 15,968 FS KKR Capital shares in Q2 2026, an estimated $163K.
  • Souders Financial Advisors first reported a position in FS KKR Capital in Q1 2020 and held it in 20 quarters.
  • Souders Financial Advisors's FS KKR Capital position peaked at $1.05M in Q3 2021.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.