United Advisor Group’s FS KKR Capital FSK Stock Holding History

United Advisor 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	$3.05M	Buy	290,929 +3,827	+1%	+$41.2K	0.32%	83
2026 Q1	$2.92M	Buy	287,102 +42,970	+18%	+$538K	0.36%	70
2025 Q4	$3.62M	Sell	244,132 -35,606	-13%	-$540K	0.45%	52
2025 Q3	$4.18M	Buy	279,738 +11,609	+4%	+$220K	0.56%	40
2025 Q2	$5.56M	Buy	268,129 +4,459	+2%	+$90.9K	0.96%	20
2025 Q1	$5.52M	Buy	263,670 +5,821	+2%	+$130K	1.13%	20
2024 Q4	$5.6M	Sell	257,849 -2,346	-0.9%	-$49.2K	1.11%	19
2024 Q3	$5.13M	Buy	260,195 +1,257	+0.5%	+$25K	1.16%	18
2024 Q2	$5.11M	Buy	258,938 +3,250	+1%	+$63.9K	1.59%	14
2024 Q1	$4.88M	Buy	255,688 +110,031	+76%	+$2.18M	1.83%	11
2023 Q4	$2.92M	Buy	+145,657	New	+$2.86M	3.51%	8

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

GAM

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

United Advisor Group's FSK Position: Q2 2026 in Review

United Advisor Group increased its FS KKR Capital (FSK) stake by 1.3% in Q2 2026, buying an estimated $41.2K and bringing the position to 290,929 shares worth $3.05M. The position accounts for 0.32% of the portfolio, ranked #83.

United Advisor Group first reported a position in FSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.6M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

United Advisor Group held 290,929 shares of FS KKR Capital worth $3.05M as of Q2 2026.
United Advisor Group bought 3,827 FS KKR Capital shares in Q2 2026, an estimated $41.2K.
FS KKR Capital made up 0.32% of United Advisor Group's portfolio in Q2 2026, its #83 holding.
United Advisor Group first reported a position in FS KKR Capital in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's FS KKR Capital position peaked at $5.6M in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.