SUCCESSION FINANCIAL, INC.’s FS KKR Capital FSK Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$186K	Buy	+17,728	New	+$191K	0.18%	49

Other funds holding FSK

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

GAM

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

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

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

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BPCM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s FSK Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in FS KKR Capital (FSK) in Q2 2026: 17,728 shares worth $186K. The stake represents 0.18% of the portfolio and ranks #49 among its holdings.

249 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

SUCCESSION FINANCIAL, INC. held 17,728 shares of FS KKR Capital worth $186K as of Q2 2026.
FS KKR Capital was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
FS KKR Capital made up 0.18% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #49 holding.
249 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.