Unique Wealth Strategies’s FS KKR Capital FSK Stock Holding History

Unique Wealth Strategies’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	$147K	Hold	13,962	–	–	0.05%	216
2026 Q1	$142K	Hold	13,962	–	–	0.06%	205
2025 Q4	$207K	Hold	13,962	–	–	0.08%	198
2025 Q3	$208K	Hold	13,962	–	–	0.08%	202
2025 Q2	$290K	Hold	13,962	–	–	0.12%	183
2025 Q1	$293K	Hold	13,962	–	–	0.13%	164
2024 Q4	$303K	Sell	13,962 -6,212	-31%	-$130K	0.13%	169
2024 Q3	$398K	Hold	20,174	–	–	0.17%	172
2024 Q2	$385K	Hold	20,174	–	–	0.18%	164
2024 Q1	$385K	Hold	20,174	–	–	0.19%	164
2023 Q4	$403K	Buy	+20,174	New	+$396K	0.27%	118

Other funds holding FSK

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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

CCM

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Unique Wealth Strategies's FSK Position: Q2 2026 in Review

Unique Wealth Strategies held its FS KKR Capital (FSK) position steady in Q2 2026 at 13,962 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #216.

Unique Wealth Strategies first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q4 2023. 67 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Unique Wealth Strategies held 13,962 shares of FS KKR Capital worth $147K as of Q2 2026.
Unique Wealth Strategies left its FS KKR Capital share count unchanged in Q2 2026.
FS KKR Capital made up 0.05% of Unique Wealth Strategies's portfolio in Q2 2026, its #216 holding.
Unique Wealth Strategies first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's FS KKR Capital position peaked at $403K in Q4 2023.
67 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.