Sterling Group Wealth Management, LLC

Position in FSK — FS KKR Capital Corp

CIK 1852307 PASADENA, CA

Position in FSK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$634,798

-$147,830 QoQ

Shares Held

60,457

-21.4% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#158

of 440 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sterling Group Wealth Management, LLC holds $1,425,081 across 3 Asset Management names. FSK ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSK	FS KKR Capital Corp This page	60,457	$634,798
2	NCA	Nuveen California Municipal Value Fund	53,993	$503,754
3	ARCC	Ares Capital Corp	15,463	$286,529

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,798	60,457	-21.4%	Shares	Sole	2026-08-03
2026-03-31	$782,628	76,879	+62.2%	Shares	Sole	2026-05-04
2025-12-31	$701,994	47,400	-35.2%	Shares	Sole	2026-01-27
2025-09-30	$1,091,517	73,109	+19.1%	Shares	Sole	2025-10-06
2025-06-30	$1,273,593	61,378	-9.1%	Shares	Sole	2025-07-14
2025-03-31	$1,415,340	67,558	0.0%	Shares	Sole	2025-04-28
2024-12-31	$1,467,359	67,558	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,332,919	67,558	-10.4%	Shares	Sole	2024-10-07
2024-06-30	$1,487,010	75,368	-7.6%	Shares	Sole	2024-07-15
2023-12-31	$1,629,092	81,577	-0.8%	Shares	Sole	2024-01-12
2023-09-30	$1,618,852	82,217	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$1,582,369	82,501	+31.5%	Shares	Sole	2023-07-07
2023-03-31	$1,160,671	62,739	+162.3%	Shares	Sole	2023-04-21
2022-12-31	$418,565	23,918	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.