Position in FSK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$779,706
-$400,488 QoQ
Shares Held
76,592
-3.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FSK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WCG Wealth Advisors LLC holds $17,315,131 across 26 Asset Management names. FSK ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGBD |
Carlyle Secured Lending, Inc.
|
186,691 | $2,042,399 | |
| 2 | ARCC |
Ares Capital Corp
|
106,520 | $1,919,490 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,412 | $1,368,863 | |
| 4 | APO |
Apollo Global Management, Inc.
|
11,110 | $1,237,876 | |
| 5 | FSK |
FS KKR Capital Corp
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|
76,592 | $779,706 | |
| 6 | MAIN |
Main Street Capital CORP
|
14,095 | $746,471 | |
| 7 | TYG |
Tortoise Energy Infrastructure Corp
|
13,730 | $684,440 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
45,249 | $618,553 |
All Filings in FSK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $779,706 | 76,592 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,180,194 | 79,689 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,261,062 | 84,465 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,922,487 | 92,650 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,778,005 | 84,869 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,634,408 | 75,249 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $2,331,494 | 118,170 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,267,332 | 114,918 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,187,290 | 114,698 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,496,829 | 125,029 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,383,277 | 121,040 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $625,498 | 32,612 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $604,339 | 32,667 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $603,487 | 34,485 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $578,249 | 34,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $680,865 | 35,060 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||