Compass Financial Management’s FS KKR Capital FSK Stock Holding History

Compass Financial Management’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	$595K	Buy	+53,350	New	+$574K	0.07%	249

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

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

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

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

Compass Financial Management's FSK Position: Q2 2026 in Review

Compass Financial Management opened a new position in FS KKR Capital (FSK) in Q2 2026: 53,350 shares worth $595K. The stake represents 0.07% of the portfolio and ranks #249 among its holdings.

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

Compass Financial Management held 53,350 shares of FS KKR Capital worth $595K as of Q2 2026.
FS KKR Capital was a new Compass Financial Management position in Q2 2026.
FS KKR Capital made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #249 holding.
418 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.