Capstone Investment Advisors’s FS KKR Capital FSK Stock Holding History

Capstone Investment Advisors’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	$670K	Buy	65,815 +498	+0.8%	+$6.23K	﹤0.01%	1015
2025 Q4	$967K	Buy	65,317 +25,611	+65%	+$388K	﹤0.01%	880
2025 Q3	$593K	Buy	39,706 +22,627	+132%	+$428K	﹤0.01%	1278
2025 Q2	$354K	Buy	+17,079	New	+$348K	﹤0.01%	1309
2018 Q1	–	Sell	-14,900	Closed	-$438K	–	415
2017 Q4	$438K	Buy	+14,900	New	+$479K	0.01%	292
2017 Q2	–	Sell	-2,955	Closed	-$115K	–	734
2017 Q1	$115K	Buy	+2,955	New	+$121K	﹤0.01%	817

Other funds holding FSK

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capstone Investment Advisors's FSK Position: Q1 2026 in Review

Capstone Investment Advisors increased its FS KKR Capital (FSK) stake by 0.76% in Q1 2026, buying an estimated $6.23K and bringing the position to 65,815 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Capstone Investment Advisors first reported a position in FSK in Q1 2017 and has held it in 6 quarters since. The position peaked at $967K in Q4 2025. 478 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Capstone Investment Advisors held 65,815 shares of FS KKR Capital worth $670K as of Q1 2026.
Capstone Investment Advisors bought 498 FS KKR Capital shares in Q1 2026, an estimated $6.23K.
FS KKR Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1015 holding.
Capstone Investment Advisors first reported a position in FS KKR Capital in Q1 2017 and has held it in 6 quarters since.
Capstone Investment Advisors's FS KKR Capital position peaked at $967K in Q4 2025.
478 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.