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BridgePort Financial Solutions’s FS KKR Capital FSK Stock Holding History

BridgePort Financial Solutions’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 		$175K Hold
17,157
– – 0.05% 228
2025
Q4 		$254K Hold
17,157
– – 0.07% 203
2025
Q3 		$256K Hold
17,157
– – 0.07% 197
2025
Q2 		$356K Buy
17,157
+256
+2% +$5.22K 0.12% 137
2025
Q1 		$354K Hold
16,901
– – 0.16% 113
2024
Q4 		$385K Buy
+16,901
New +$355K 0.17% 109

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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

BridgePort Financial Solutions's FSK Position: Q1 2026 in Review

BridgePort Financial Solutions held its FS KKR Capital (FSK) position steady in Q1 2026 at 17,157 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #228.

BridgePort Financial Solutions first reported a position in FSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $385K in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • BridgePort Financial Solutions held 17,157 shares of FS KKR Capital worth $175K as of Q1 2026.
  • BridgePort Financial Solutions left its FS KKR Capital share count unchanged in Q1 2026.
  • FS KKR Capital made up 0.05% of BridgePort Financial Solutions's portfolio in Q1 2026, its #228 holding.
  • BridgePort Financial Solutions first reported a position in FS KKR Capital in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's FS KKR Capital position peaked at $385K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.