VFA
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Valeo Financial Advisors’s FS KKR Capital FSK Stock Holding History

Valeo Financial 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
Q3 		$143K Sell
13,010
-1,570
-11% -$18K ﹤0.01% 800
2026
Q2 		$153K Buy
14,580
+3,223
+28% +$34.7K ﹤0.01% 782
2026
Q1 		$116K Sell
11,357
-3,151
-22% -$39.4K ﹤0.01% 710
2025
Q4 		$215K Sell
14,508
-9,332
-39% -$141K ﹤0.01% 731
2025
Q3 		$356K Buy
23,840
+5,414
+29% +$102K 0.01% 553
2025
Q2 		$382K Buy
18,426
+2,495
+16% +$50.8K 0.01% 509
2025
Q1 		$334K Hold
15,931
– – 0.01% 508
2024
Q4 		$346K Hold
15,931
– – 0.01% 498
2024
Q3 		$314K Sell
15,931
-354
-2% -$7.03K 0.01% 518
2024
Q2 		$321K Hold
16,285
– – 0.01% 498
2024
Q1 		$317K Sell
16,285
-29
-0.2% -$574 0.01% 488
2023
Q4 		$326K Hold
16,314
– – 0.01% 469
2023
Q3 		$321K Hold
16,314
– – 0.01% 438
2023
Q2 		$313K Hold
16,314
– – 0.01% 423
2023
Q1 		$302K Buy
16,314
+27
+0.2% +$512 0.01% 444
2022
Q4 		$285K Buy
16,287
+29
+0.2% +$539 0.02% 400
2022
Q3 		$276K Hold
16,258
– – 0.02% 373
2022
Q2 		$316K Hold
16,258
– – 0.02% 328
2022
Q1 		$371K Sell
16,258
-6,250
-28% -$139K 0.02% 398
2021
Q4 		$471K Buy
22,508
+950
+4% +$20.5K 0.03% 320
2021
Q3 		$475K Buy
21,558
+5,881
+38% +$130K 0.03% 313
2021
Q2 		$337K Buy
15,677
+7,156
+84% +$153K 0.02% 340
2021
Q1 		$169K Sell
8,521
-8,821
-51% -$164K 0.01% 484
2020
Q4 		$287K Hold
17,342
– – 0.01% 340
2020
Q3 		$275K Hold
17,342
– – 0.02% 269
2020
Q2 		$243K Buy
+17,342
New +$244K 0.02% 288
2019
Q4 		– Sell
-528
Closed -$12K – 1655
2019
Q3 		$12K Buy
+528
New +$12.4K ﹤0.01% 976

Other funds holding FSK

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's FSK Position: Q3 2026 in Review

Valeo Financial Advisors reduced its FS KKR Capital (FSK) stake by 11% in Q3 2026, selling an estimated $18K and leaving 13,010 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Valeo Financial Advisors first reported a position in FSK in Q3 2019 and has held it in 27 quarters since. The position peaked at $475K in Q3 2021. 9 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Valeo Financial Advisors held 13,010 shares of FS KKR Capital worth $143K as of Q3 2026.
  • Valeo Financial Advisors sold 1,570 FS KKR Capital shares in Q3 2026, an estimated $18K.
  • FS KKR Capital made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #800 holding.
  • Valeo Financial Advisors first reported a position in FS KKR Capital in Q3 2019 and has held it in 27 quarters since.
  • Valeo Financial Advisors's FS KKR Capital position peaked at $475K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.