Financial Gravity Asset Management’s FS KKR Capital FSK Stock Holding History

Financial Gravity Asset 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 Q1	$2.22M	Buy	218,509 +184,605	+544%	+$2.31M	0.4%	60
2025 Q4	$502K	Sell	33,904 -3,822	-10%	-$57.9K	0.1%	84
2025 Q3	$563K	Buy	+37,726	New	+$714K	0.11%	86
2025 Q1	$5.33M	Buy	+304,675	New	+$6.81M	1.16%	22
2024 Q2	$42.1K	Buy	2,136 +1,421	+199%	+$27.9K	0.01%	286
2024 Q1	$14.3K	Buy	715 +3	+0.4%	+$59	﹤0.01%	425
2023 Q4	$14.2K	Buy	+712	New	+$14K	﹤0.01%	434
2019 Q4	–	Sell	-116	Closed	-$3K	–	1491
2019 Q3	$3K	Buy	+116	New	+$2.72K	﹤0.01%	803

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

VanEck Associates New York $164B AUM 112.45% 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

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 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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Financial Gravity Asset Management's FSK Position: Q1 2026 in Review

Financial Gravity Asset Management increased its FS KKR Capital (FSK) stake by 544% in Q1 2026, buying an estimated $2.31M and bringing the position to 218,509 shares worth $2.22M. The position accounts for 0.4% of the portfolio, ranked #60.

Financial Gravity Asset Management first reported a position in FSK in Q3 2019 and has held it in 8 quarters since. The position peaked at $5.33M in Q1 2025. 479 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Financial Gravity Asset Management held 218,509 shares of FS KKR Capital worth $2.22M as of Q1 2026.
Financial Gravity Asset Management bought 184,605 FS KKR Capital shares in Q1 2026, an estimated $2.31M.
FS KKR Capital made up 0.4% of Financial Gravity Asset Management's portfolio in Q1 2026, its #60 holding.
Financial Gravity Asset Management first reported a position in FS KKR Capital in Q3 2019 and has held it in 8 quarters since.
Financial Gravity Asset Management's FS KKR Capital position peaked at $5.33M in Q1 2025.
479 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.