CFS
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Compass Financial Services’s FS KKR Capital FSK Stock Holding History

Compass Financial Services’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 		– Sell
-643
Closed -$9.53K – 121
2025
Q4 		$9.53K Sell
643
-587
-48% -$8.9K ﹤0.01% 199
2025
Q3 		$18.4K Sell
1,230
-1,211
-50% -$22.9K 0.01% 168
2025
Q2 		$50.6K Buy
2,441
+38
+2% +$774 0.02% 91
2025
Q1 		$50.3K Buy
+2,403
New +$53.7K 0.03% 79

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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

Compass Financial Services's FSK Position: Q1 2026 in Review

Compass Financial Services sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 643 shares — an estimated $9.53K sold.

Compass Financial Services first reported a position in FSK in Q1 2025 and held it in 4 quarters. The position peaked at $50.6K in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Compass Financial Services reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 643 FS KKR Capital shares in Q1 2026, an estimated $9.53K.
  • Compass Financial Services first reported a position in FS KKR Capital in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's FS KKR Capital position peaked at $50.6K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.