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Comprehensive Financial Planning’s FS KKR Capital FSK Stock Holding History

Comprehensive Financial Planning’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 		$462 Sell
44
-139
-76% -$1.5K ﹤0.01% 381
2026
Q1 		$1.86K Hold
183
– – ﹤0.01% 339
2025
Q4 		$2.71K Buy
+183
New +$2.77K ﹤0.01% 347

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
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

Comprehensive Financial Planning's FSK Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its FS KKR Capital (FSK) stake by 76% in Q2 2026, selling an estimated $1.5K and leaving 44 shares worth $462. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Comprehensive Financial Planning first reported a position in FSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.71K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Comprehensive Financial Planning held 44 shares of FS KKR Capital worth $462 as of Q2 2026.
  • Comprehensive Financial Planning sold 139 FS KKR Capital shares in Q2 2026, an estimated $1.5K.
  • FS KKR Capital made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #381 holding.
  • Comprehensive Financial Planning first reported a position in FS KKR Capital in Q4 2025 and has held it in 3 quarters since.
  • Comprehensive Financial Planning's FS KKR Capital position peaked at $2.71K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.