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Ethos Financial Group’s FS KKR Capital FSK Stock Holding History

Ethos Financial 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
Q2 		$3.46M Buy
329,344
+91,036
+38% +$979K 0.23% 94
2026
Q1 		$3.53M Hold
238,308
– – 0.26% 88
2025
Q4 		$3.53M Sell
238,308
-9,793
-4% -$148K 0.26% 91
2025
Q3 		$3.7M Buy
248,101
+11,257
+5% +$213K 0.29% 84
2025
Q2 		$4.91M Buy
236,844
+3,527
+2% +$71.9K 0.42% 61
2025
Q1 		$4.89M Buy
+233,317
New +$5.22M 0.47% 55

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

Ethos Financial Group's FSK Position: Q2 2026 in Review

Ethos Financial Group increased its FS KKR Capital (FSK) stake by 38% in Q2 2026, buying an estimated $979K and bringing the position to 329,344 shares worth $3.46M. The position accounts for 0.23% of the portfolio, ranked #94.

Ethos Financial Group first reported a position in FSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.91M in Q2 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Ethos Financial Group held 329,344 shares of FS KKR Capital worth $3.46M as of Q2 2026.
  • Ethos Financial Group bought 91,036 FS KKR Capital shares in Q2 2026, an estimated $979K.
  • FS KKR Capital made up 0.23% of Ethos Financial Group's portfolio in Q2 2026, its #94 holding.
  • Ethos Financial Group first reported a position in FS KKR Capital in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's FS KKR Capital position peaked at $4.91M in Q2 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.