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 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

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sterling Group Wealth Management's FSK Position: Q1 2026 in Review

Sterling Group Wealth Management increased its FS KKR Capital (FSK) stake by 62% in Q1 2026, buying an estimated $369K and bringing the position to 76,879 shares worth $783K. The position accounts for 0.37% of the portfolio, ranked #22.

Sterling Group Wealth Management first reported a position in FSK in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2023. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Sterling Group Wealth Management held 76,879 shares of FS KKR Capital worth $783K as of Q1 2026.
Sterling Group Wealth Management bought 29,479 FS KKR Capital shares in Q1 2026, an estimated $369K.
FS KKR Capital made up 0.37% of Sterling Group Wealth Management's portfolio in Q1 2026, its #22 holding.
Sterling Group Wealth Management first reported a position in FS KKR Capital in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's FS KKR Capital position peaked at $1.63M in Q4 2023.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.