TFG
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Team Financial Group’s FS KKR Capital FSK Stock Holding History

Team Financial Group’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 		– Sell
-2,261
Closed -$23K – 130
2026
Q1 		$23K Hold
2,261
– – 0.01% 156
2025
Q4 		$33.5K Hold
2,261
– – 0.02% 128
2025
Q3 		$33.8K Hold
2,261
– – 0.02% 122
2025
Q2 		$46.9K Buy
+2,261
New +$46.1K 0.02% 91

Other funds holding FSK

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Team Financial Group's FSK Position: Q2 2026 in Review

Team Financial Group sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 2,261 shares — an estimated $23K sold.

Team Financial Group first reported a position in FSK in Q2 2025 and held it in 4 quarters. The position peaked at $46.9K in Q2 2025. 95 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Team Financial Group reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 2,261 FS KKR Capital shares in Q2 2026, an estimated $23K.
  • Team Financial Group first reported a position in FS KKR Capital in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's FS KKR Capital position peaked at $46.9K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.