U.S. Capital Wealth Advisors’s FS KKR Capital FSK Stock Holding History

U.S. Capital Wealth Advisors’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	$6.18M	Buy	607,341 +189,337	+45%	+$2.37M	0.16%	156
2025 Q4	$6.19M	Buy	418,004 +379,368	+982%	+$5.75M	0.16%	156
2025 Q3	$577K	Buy	38,636 +19,950	+107%	+$378K	0.02%	601
2025 Q2	$388K	Buy	+18,686	New	+$381K	0.01%	660
2023 Q1	–	Sell	-986	Closed	-$17.3K	–	962
2022 Q4	$17.3K	Buy	+986	New	+$18.3K	﹤0.01%	1139

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 $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

U.S. Capital Wealth Advisors's FSK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its FS KKR Capital (FSK) stake by 45% in Q1 2026, buying an estimated $2.37M and bringing the position to 607,341 shares worth $6.18M. The position accounts for 0.16% of the portfolio, ranked #156.

U.S. Capital Wealth Advisors first reported a position in FSK in Q4 2022 and has held it in 5 quarters since. The position peaked at $6.19M in Q4 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

U.S. Capital Wealth Advisors held 607,341 shares of FS KKR Capital worth $6.18M as of Q1 2026.
U.S. Capital Wealth Advisors bought 189,337 FS KKR Capital shares in Q1 2026, an estimated $2.37M.
FS KKR Capital made up 0.16% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #156 holding.
U.S. Capital Wealth Advisors first reported a position in FS KKR Capital in Q4 2022 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's FS KKR Capital position peaked at $6.19M in Q4 2025.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.