Strategic Wealth Partners’s FS KKR Capital FSK Stock Holding History

Strategic Wealth Partners’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	$1.51M	Buy	148,045 +7,811	+6%	+$97.7K	0.1%	121
2025 Q4	$2.08M	Buy	140,234 +11,433	+9%	+$173K	0.14%	110
2025 Q3	$1.92M	Buy	128,801 +20,465	+19%	+$387K	0.14%	109
2025 Q2	$2.25M	Buy	+108,336	New	+$2.21M	0.18%	96
2024 Q4	$2.88M	Buy	123,420 +1,013	+0.8%	+$21.3K	0.24%	91
2024 Q3	$2.42M	Sell	122,407 -6,653	-5%	-$132K	0.23%	95
2024 Q2	$2.55M	Buy	129,060 +530	+0.4%	+$10.4K	0.27%	88
2024 Q1	$2.45M	Buy	128,530 +2,733	+2%	+$54.1K	0.27%	89
2023 Q4	$2.51M	Buy	125,797 +25	+0%	+$491	0.31%	88
2023 Q3	$2.48M	Buy	125,772 +180	+0.1%	+$3.6K	0.33%	89
2023 Q2	$2.41M	Buy	+125,592	New	+$2.38M	0.31%	99

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 $254M AUM 16.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

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

Strategic Wealth Partners's FSK Position: Q1 2026 in Review

Strategic Wealth Partners increased its FS KKR Capital (FSK) stake by 5.6% in Q1 2026, buying an estimated $97.7K and bringing the position to 148,045 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #121.

Strategic Wealth Partners first reported a position in FSK in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.88M in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Strategic Wealth Partners held 148,045 shares of FS KKR Capital worth $1.51M as of Q1 2026.
Strategic Wealth Partners bought 7,811 FS KKR Capital shares in Q1 2026, an estimated $97.7K.
FS KKR Capital made up 0.1% of Strategic Wealth Partners's portfolio in Q1 2026, its #121 holding.
Strategic Wealth Partners first reported a position in FS KKR Capital in Q2 2023 and has held it in 11 quarters since.
Strategic Wealth Partners's FS KKR Capital position peaked at $2.88M in Q4 2024.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.