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 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 $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

United Advisor Group's FSK Position: Q1 2026 in Review

United Advisor Group increased its FS KKR Capital (FSK) stake by 18% in Q1 2026, buying an estimated $538K and bringing the position to 287,102 shares worth $2.92M. The position accounts for 0.36% of the portfolio, ranked #70.

United Advisor Group first reported a position in FSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.6M in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

United Advisor Group held 287,102 shares of FS KKR Capital worth $2.92M as of Q1 2026.
United Advisor Group bought 42,970 FS KKR Capital shares in Q1 2026, an estimated $538K.
FS KKR Capital made up 0.36% of United Advisor Group's portfolio in Q1 2026, its #70 holding.
United Advisor Group first reported a position in FS KKR Capital in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's FS KKR Capital position peaked at $5.6M in Q4 2024.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.