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Spire Wealth Management’s FS KKR Capital FSK Stock Holding History

Spire Wealth Management’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 		$132K Sell
12,540
-1,224
-9% -$13.2K ﹤0.01% 907
2026
Q1 		$140K Hold
13,764
– – ﹤0.01% 887
2025
Q4 		$204K Buy
13,764
+2,796
+25% +$42.4K 0.01% 786
2025
Q3 		$164K Sell
10,968
-132,088
-92% -$2.5M 0.01% 840
2025
Q2 		$2.97M Buy
143,056
+3,394
+2% +$69.2K 0.11% 160
2025
Q1 		$2.93M Buy
139,662
+11,850
+9% +$265K 0.09% 203
2024
Q4 		$2.78M Buy
127,812
+23,728
+23% +$498K 0.09% 203
2024
Q3 		$2.05M Sell
104,084
-356
-0.3% -$7.07K 0.07% 228
2024
Q2 		$2.06M Buy
104,440
+5,195
+5% +$102K 0.07% 225
2024
Q1 		$1.89M Buy
99,245
+4,860
+5% +$96.2K 0.03% 259
2023
Q4 		$1.94M Sell
94,385
-11,267
-11% -$221K 0.06% 246
2023
Q3 		$2.08M Buy
105,652
+17,814
+20% +$356K 0.08% 216
2023
Q2 		$1.68M Sell
87,838
-6,508
-7% -$123K 0.06% 258
2023
Q1 		$1.75M Buy
94,346
+20,410
+28% +$387K 0.07% 245
2022
Q4 		$1.29M Buy
73,936
+71,405
+2,821% +$1.33M 0.07% 206
2022
Q3 		$43K Sell
2,531
-72,867
-97% -$1.52M ﹤0.01% 1002
2022
Q2 		$1.46M Sell
75,398
-8,841
-10% -$187K 0.06% 256
2022
Q1 		$1.92M Sell
84,239
-37,348
-31% -$828K 0.05% 287
2021
Q4 		$2.55M Buy
121,587
+12,999
+12% +$281K 0.06% 270
2021
Q3 		$2.39M Sell
108,588
-10,806
-9% -$238K 0.06% 255
2021
Q2 		$2.57M Buy
119,394
+4,473
+4% +$95.8K 0.07% 249
2021
Q1 		$1.02M Buy
+114,921
New +$2.14M 0.03% 428

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

Spire Wealth Management's FSK Position: Q2 2026 in Review

Spire Wealth Management reduced its FS KKR Capital (FSK) stake by 8.9% in Q2 2026, selling an estimated $13.2K and leaving 12,540 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Spire Wealth Management first reported a position in FSK in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.97M in Q2 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Spire Wealth Management held 12,540 shares of FS KKR Capital worth $132K as of Q2 2026.
  • Spire Wealth Management sold 1,224 FS KKR Capital shares in Q2 2026, an estimated $13.2K.
  • FS KKR Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Spire Wealth Management first reported a position in FS KKR Capital in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's FS KKR Capital position peaked at $2.97M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.