Sterling Group Wealth Management
FSK icon

Sterling Group Wealth Management’s FS KKR Capital FSK Stock Holding History

Sterling Group 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
Q3 		$539K Sell
49,015
-11,442
-19% -$131K 0.21% 31
2026
Q2 		$635K Sell
60,457
-16,422
-21% -$177K 0.26% 27
2026
Q1 		$783K Buy
76,879
+29,479
+62% +$369K 0.37% 22
2025
Q4 		$702K Sell
47,400
-25,709
-35% -$390K 0.34% 26
2025
Q3 		$1.09M Buy
73,109
+11,731
+19% +$222K 0.54% 19
2025
Q2 		$1.27M Sell
61,378
-6,180
-9% -$126K 0.7% 15
2025
Q1 		$1.42M Hold
67,558
– – 0.76% 16
2024
Q4 		$1.47M Hold
67,558
– – 0.76% 16
2024
Q3 		$1.33M Sell
67,558
-7,810
-10% -$155K 0.71% 16
2024
Q2 		$1.49M Buy
+75,368
New +$1.48M 0.85% 15
2024
Q1 		– Sell
-81,577
Closed -$1.63M – 16
2023
Q4 		$1.63M Sell
81,577
-640
-0.8% -$12.6K 1.27% 12
2023
Q3 		$1.62M Sell
82,217
-284
-0.3% -$5.68K 1.53% 11
2023
Q2 		$1.58M Buy
82,501
+19,762
+31% +$374K 1.37% 11
2023
Q1 		$1.16M Buy
62,739
+38,821
+162% +$736K 1.1% 13
2022
Q4 		$419K Buy
+23,918
New +$445K 0.41% 28

Other funds holding FSK

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sterling Group Wealth Management's FSK Position: Q3 2026 in Review

Sterling Group Wealth Management reduced its FS KKR Capital (FSK) stake by 19% in Q3 2026, selling an estimated $131K and leaving 49,015 shares worth $539K. The position accounts for 0.21% of the portfolio, ranked #31.

Sterling Group Wealth Management first reported a position in FSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q4 2023. 236 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Sterling Group Wealth Management held 49,015 shares of FS KKR Capital worth $539K as of Q3 2026.
  • Sterling Group Wealth Management sold 11,442 FS KKR Capital shares in Q3 2026, an estimated $131K.
  • FS KKR Capital made up 0.21% of Sterling Group Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Sterling Group Wealth Management first reported a position in FS KKR Capital in Q4 2022 and has held it in 15 quarters since.
  • Sterling Group Wealth Management's FS KKR Capital position peaked at $1.63M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Sterling Group Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.