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Halbert Hargrove Global Advisors’s FS KKR Capital FSK Stock Holding History

Halbert Hargrove Global Advisors’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
-2,078
Closed -$30.8K – 376
2025
Q4 		$30.8K Buy
+2,078
New +$31.5K ﹤0.01% 226

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

Halbert Hargrove Global Advisors's FSK Position: Q1 2026 in Review

Halbert Hargrove Global Advisors sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 2,078 shares — an estimated $30.8K sold.

Halbert Hargrove Global Advisors first reported a position in FSK in Q4 2025 and held it in 1 quarter. The position peaked at $30.8K in Q4 2025. 479 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Halbert Hargrove Global Advisors reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2,078 FS KKR Capital shares in Q1 2026, an estimated $30.8K.
  • Halbert Hargrove Global Advisors first reported a position in FS KKR Capital in Q4 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's FS KKR Capital position peaked at $30.8K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.