Wescott Financial Advisory Group
FSK icon

Wescott Financial Advisory Group’s FS KKR Capital FSK Stock Holding History

Wescott Financial Advisory 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
Q3 		$312K Hold
28,412
– – 0.02% 165
2026
Q2 		$298K Hold
28,412
– – 0.02% 166
2026
Q1 		$289K Hold
28,412
– – 0.03% 157
2025
Q4 		$421K Buy
28,412
+1,079
+4% +$16.4K 0.04% 136
2025
Q3 		$408K Buy
27,333
+4,384
+19% +$83K 0.04% 132
2025
Q2 		$476K Buy
22,949
+615
+3% +$12.5K 0.05% 121
2025
Q1 		$468K Hold
22,334
– – 0.05% 114
2024
Q4 		$485K Buy
22,334
+1,216
+6% +$25.5K 0.05% 115
2024
Q3 		$417K Buy
21,118
+600
+3% +$11.9K 0.04% 130
2024
Q2 		$405K Buy
20,518
+3,877
+23% +$76.2K 0.05% 123
2024
Q1 		$317K Buy
16,641
+441
+3% +$8.73K 0.04% 131
2023
Q4 		$324K Buy
16,200
+509
+3% +$10K 0.05% 128
2023
Q3 		$309K Buy
15,691
+449
+3% +$8.98K 0.06% 127
2023
Q2 		$292K Buy
15,242
+3,901
+34% +$73.8K 0.05% 133
2023
Q1 		$210K Buy
11,341
+345
+3% +$6.54K 0.05% 148
2022
Q4 		$192K Buy
10,996
+326
+3% +$6.06K 0.04% 149
2022
Q3 		$181K Buy
10,670
+285
+3% +$5.94K 0.05% 132
2022
Q2 		$202K Buy
10,385
+228
+2% +$4.83K 0.05% 123
2022
Q1 		$232K Buy
+10,157
New +$225K 0.06% 117

Other funds holding FSK

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wescott Financial Advisory Group's FSK Position: Q3 2026 in Review

Wescott Financial Advisory Group held its FS KKR Capital (FSK) position steady in Q3 2026 at 28,412 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #165.

Wescott Financial Advisory Group first reported a position in FSK in Q1 2022 and has held it in 19 quarters since. The position peaked at $485K in Q4 2024. 262 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Wescott Financial Advisory Group held 28,412 shares of FS KKR Capital worth $312K as of Q3 2026.
  • Wescott Financial Advisory Group left its FS KKR Capital share count unchanged in Q3 2026.
  • FS KKR Capital made up 0.02% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #165 holding.
  • Wescott Financial Advisory Group first reported a position in FS KKR Capital in Q1 2022 and has held it in 19 quarters since.
  • Wescott Financial Advisory Group's FS KKR Capital position peaked at $485K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.