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Estate Planners Group’s FS KKR Capital FSK Stock Holding History

Estate Planners 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
Q1 		– Sell
-1,000
Closed -$14.8K – 185
2025
Q4 		$14.8K Buy
+1,000
New +$15.2K 0.01% 241

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Estate Planners Group's FSK Position: Q1 2026 in Review

Estate Planners Group sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 1,000 shares — an estimated $14.8K sold.

Estate Planners Group first reported a position in FSK in Q4 2025 and held it in 1 quarter. The position peaked at $14.8K in Q4 2025. 479 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Estate Planners Group reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,000 FS KKR Capital shares in Q1 2026, an estimated $14.8K.
  • Estate Planners Group first reported a position in FS KKR Capital in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's FS KKR Capital position peaked at $14.8K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.