SFS
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Sowell Financial Services’s FS KKR Capital FSK Stock Holding History

Sowell Financial Services’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 		$143K Sell
13,616
-7,192
-35% -$77.4K ﹤0.01% 1119
2026
Q1 		$212K Sell
20,808
-1,605
-7% -$20.1K 0.01% 1020
2025
Q4 		$332K Buy
22,413
+165
+0.7% +$2.5K 0.01% 793
2025
Q3 		$332K Sell
22,248
-652
-3% -$12.3K 0.01% 776
2025
Q2 		$475K Buy
22,900
+220
+1% +$4.48K 0.02% 622
2025
Q1 		$475K Sell
22,680
-786
-3% -$17.6K 0.02% 601
2024
Q4 		$510K Sell
23,466
-1,021
-4% -$21.4K 0.03% 408
2024
Q3 		$500K Sell
24,487
-2,157
-8% -$42.9K 0.02% 439
2024
Q2 		$545K Sell
26,644
-3,502
-12% -$68.8K 0.03% 424
2024
Q1 		$596K Sell
30,146
-5,367
-15% -$106K 0.03% 429
2023
Q4 		$733K Buy
35,513
+1,693
+5% +$33.3K 0.04% 379
2023
Q3 		$690K Sell
33,820
-342
-1% -$6.84K 0.04% 362
2023
Q2 		$656K Sell
34,162
-1,102
-3% -$20.8K 0.04% 420
2023
Q1 		$652K Sell
35,264
-5,872
-14% -$111K 0.05% 388
2022
Q4 		$721K Sell
41,136
-24
-0.1% -$446 0.05% 372
2022
Q3 		$699K Buy
41,160
+500
+1% +$10.4K 0.07% 275
2022
Q2 		$790K Buy
40,660
+16,430
+68% +$348K 0.07% 183
2022
Q1 		$568K Sell
24,230
-16,288
-40% -$361K 0.1% 127
2021
Q4 		$874K Buy
40,518
+2,259
+6% +$48.8K 0.05% 354
2021
Q3 		$870K Sell
38,259
-3,050
-7% -$67.3K 0.06% 315
2021
Q2 		$901K Buy
41,309
+15,765
+62% +$338K 0.06% 326
2021
Q1 		$537K Buy
25,544
+1,180
+5% +$22K 0.02% 617
2020
Q4 		$403K Sell
24,364
-1,540
-6% -$25.6K 0.02% 591
2020
Q3 		$411K Sell
25,904
-1,849
-7% -$28.8K 0.02% 518
2020
Q2 		$389K Sell
27,753
-3,589
-11% -$50.5K 0.02% 524
2020
Q1 		$376K Buy
31,342
+133
+0.4% +$2.85K 0.03% 483
2019
Q4 		$765K Sell
31,209
-17,231
-36% -$412K 0.06% 327
2019
Q3 		$1.13M Buy
+48,440
New +$1.14M 0.09% 228
2019
Q1 		$557K Buy
23,012
+2,079
+10% +$51.5K 0.06% 299
2018
Q4 		$434K Buy
20,933
+4,099
+24% +$102K 0.06% 303
2018
Q3 		$475K Buy
16,834
+6,485
+63% +$198K 0.07% 202
2018
Q2 		$315K Buy
10,349
+174
+2% +$5.31K 0.07% 216
2018
Q1 		$309K Sell
10,175
-8,095
-44% -$241K 0.08% 209
2017
Q4 		$555K Sell
18,270
-3,570
-16% -$115K 0.14% 149
2017
Q3 		$686K Sell
21,840
-176
-0.8% -$6.05K 0.18% 110
2017
Q2 		$788K Sell
22,016
-74,583
-77% -$2.8M 0.22% 98
2017
Q1 		$3.56M Buy
96,599
+771
+0.8% +$31.5K 1.05% 27
2016
Q4 		$4.1M Buy
+95,828
New +$3.75M 1.37% 17

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

Sowell Financial Services's FSK Position: Q2 2026 in Review

Sowell Financial Services reduced its FS KKR Capital (FSK) stake by 35% in Q2 2026, selling an estimated $77.4K and leaving 13,616 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Sowell Financial Services first reported a position in FSK in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.1M in Q4 2016. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Sowell Financial Services held 13,616 shares of FS KKR Capital worth $143K as of Q2 2026.
  • Sowell Financial Services sold 7,192 FS KKR Capital shares in Q2 2026, an estimated $77.4K.
  • FS KKR Capital made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1119 holding.
  • Sowell Financial Services first reported a position in FS KKR Capital in Q4 2016 and has held it in 38 quarters since.
  • Sowell Financial Services's FS KKR Capital position peaked at $4.1M in Q4 2016.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.