Centerpoint Advisory Group’s FS KKR Capital FSK Stock Holding History

Centerpoint Advisory Group’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 Q2	$301K	Sell	28,662 -12,634	-31%	-$136K	0.19%	90
2026 Q1	$420K	Sell	41,296 -2,300	-5%	-$28.8K	0.32%	62
2025 Q4	$646K	Sell	43,596 -1,964	-4%	-$29.8K	0.5%	51
2025 Q3	$680K	Sell	45,560 -6,625	-13%	-$125K	0.53%	49
2025 Q2	$1.08M	Hold	52,185	–	–	0.94%	29
2025 Q1	$1.09M	Sell	52,185 -675	-1%	-$15.1K	1.08%	27
2024 Q4	$1.15M	Buy	+52,860	New	+$1.11M	1.11%	26

Other funds holding FSK

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

GAM

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

Centerpoint Advisory Group's FSK Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its FS KKR Capital (FSK) stake by 31% in Q2 2026, selling an estimated $136K and leaving 28,662 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #90.

Centerpoint Advisory Group first reported a position in FSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Centerpoint Advisory Group held 28,662 shares of FS KKR Capital worth $301K as of Q2 2026.
Centerpoint Advisory Group sold 12,634 FS KKR Capital shares in Q2 2026, an estimated $136K.
FS KKR Capital made up 0.19% of Centerpoint Advisory Group's portfolio in Q2 2026, its #90 holding.
Centerpoint Advisory Group first reported a position in FS KKR Capital in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's FS KKR Capital position peaked at $1.15M in Q4 2024.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.