WWM
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Western Wealth Management’s FS KKR Capital FSK Stock Holding History

Western Wealth Management’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 		– Sell
-11,622
Closed -$172K – 966
2025
Q4 		$172K Sell
11,622
-2,319
-17% -$35.2K 0.01% 813
2025
Q3 		$208K Sell
13,941
-6,751
-33% -$128K 0.01% 727
2025
Q2 		$429K Sell
20,692
-119
-0.6% -$2.42K 0.03% 454
2025
Q1 		$436K Sell
20,811
-2,413
-10% -$53.9K 0.03% 429
2024
Q4 		$504K Sell
23,224
-16,316
-41% -$342K 0.03% 381
2024
Q3 		$780K Buy
39,540
+1,619
+4% +$32.2K 0.04% 350
2024
Q2 		$748K Sell
37,921
-1,463
-4% -$28.8K 0.06% 280
2024
Q1 		$751K Sell
39,384
-1,611
-4% -$31.9K 0.06% 274
2023
Q4 		$819K Sell
40,995
-3,079
-7% -$60.5K 0.06% 312
2023
Q3 		$868K Sell
44,074
-8,836
-17% -$177K 0.07% 276
2023
Q2 		$1.01M Sell
52,910
-1,425
-3% -$27K 0.09% 240
2023
Q1 		$1.01M Sell
54,335
-1,584
-3% -$30K 0.09% 232
2022
Q4 		$979K Sell
55,919
-65,894
-54% -$1.22M 0.1% 223
2022
Q3 		$2.07M Sell
121,813
-5,420
-4% -$113K 0.12% 178
2022
Q2 		$2.47M Buy
127,233
+4,477
+4% +$94.9K 0.14% 155
2022
Q1 		$2.8M Buy
122,756
+58,444
+91% +$1.3M 0.14% 156
2021
Q4 		$1.34M Buy
+64,312
New +$1.39M 0.13% 159
2021
Q2 		$1.73M Buy
80,308
+53,415
+199% +$1.14M 0.18% 131
2021
Q1 		$533K Sell
26,893
-1,586
-6% -$29.5K 0.07% 265
2020
Q4 		$472K Sell
28,479
-2,914
-9% -$48.4K 0.07% 266
2020
Q3 		$498K Sell
31,393
-282
-0.9% -$4.4K 0.08% 236
2020
Q2 		$443K Sell
31,675
-709
-2% -$9.99K 0.08% 247
2020
Q1 		$394K Sell
32,384
-1,783
-5% -$38.2K 0.09% 220
2019
Q4 		$838K Buy
34,167
+2,046
+6% +$48.9K 0.13% 155
2019
Q3 		$749K Sell
32,121
-1,334
-4% -$31.3K 0.16% 148
2019
Q2 		$797K Sell
33,455
-4,263
-11% -$105K 0.1% 155
2019
Q1 		$913K Sell
37,718
-1,237
-3% -$30.7K 0.2% 121
2018
Q4 		$815K Buy
+38,955
New +$969K 0.22% 113

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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 $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Western Wealth Management's FSK Position: Q1 2026 in Review

Western Wealth Management sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 11,622 shares — an estimated $172K sold.

Western Wealth Management first reported a position in FSK in Q4 2018 and held it in 28 quarters. The position peaked at $2.8M in Q1 2022. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Western Wealth Management reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 11,622 FS KKR Capital shares in Q1 2026, an estimated $172K.
  • Western Wealth Management first reported a position in FS KKR Capital in Q4 2018 and held it in 28 quarters.
  • Western Wealth Management's FS KKR Capital position peaked at $2.8M in Q1 2022.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.