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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
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

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Valeo Financial Advisors's FSK Position: Q2 2026 in Review

Valeo Financial Advisors increased its FS KKR Capital (FSK) stake by 28% in Q2 2026, buying an estimated $34.7K and bringing the position to 14,580 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Valeo Financial Advisors first reported a position in FSK in Q3 2019 and has held it in 26 quarters since. The position peaked at $475K in Q3 2021. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Valeo Financial Advisors held 14,580 shares of FS KKR Capital worth $153K as of Q2 2026.
  • Valeo Financial Advisors bought 3,223 FS KKR Capital shares in Q2 2026, an estimated $34.7K.
  • FS KKR Capital made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #782 holding.
  • Valeo Financial Advisors first reported a position in FS KKR Capital in Q3 2019 and has held it in 26 quarters since.
  • Valeo Financial Advisors's FS KKR Capital position peaked at $475K in Q3 2021.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.