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Investment House LLC’s FS KKR Capital FSK Stock Holding History

Investment House LLC’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 		$181K Hold
17,237
– – 0.01% 216
2026
Q1 		$175K Hold
17,237
– – 0.01% 220
2025
Q4 		$255K Sell
17,237
-674
-4% -$10.2K 0.01% 198
2025
Q3 		$267K Hold
17,911
– – 0.01% 202
2025
Q2 		$372K Hold
17,911
– – 0.02% 187
2025
Q1 		$375K Buy
17,911
+268
+2% +$5.99K 0.02% 187
2024
Q4 		$383K Buy
17,643
+1,500
+9% +$31.5K 0.02% 174
2024
Q3 		$319K Buy
16,143
+557
+4% +$11.1K 0.02% 185
2024
Q2 		$308K Hold
15,586
– – 0.02% 181
2024
Q1 		$297K Sell
15,586
-590
-4% -$11.7K 0.02% 188
2023
Q4 		$323K Buy
16,176
+307
+2% +$6.03K 0.02% 168
2023
Q3 		$312K Hold
15,869
– – 0.02% 160
2023
Q2 		$304K Hold
15,869
– – 0.02% 169
2023
Q1 		$294K Hold
15,869
– – 0.02% 170
2022
Q4 		$278K Buy
15,869
+500
+3% +$9.29K 0.03% 161
2022
Q3 		$261K Buy
15,369
+250
+2% +$5.21K 0.02% 164
2022
Q2 		$294K Hold
15,119
– – 0.03% 147
2022
Q1 		$345K Buy
15,119
+500
+3% +$11.1K 0.03% 154
2021
Q4 		$306K Buy
14,619
+700
+5% +$15.1K 0.02% 160
2021
Q3 		$307K Hold
13,919
– – 0.02% 163
2021
Q2 		$299K Buy
+13,919
New +$298K 0.02% 177

Other funds holding FSK

GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Investment House LLC's FSK Position: Q2 2026 in Review

Investment House LLC held its FS KKR Capital (FSK) position steady in Q2 2026 at 17,237 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #216.

Investment House LLC first reported a position in FSK in Q2 2021 and has held it in 21 quarters since. The position peaked at $383K in Q4 2024. 159 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Investment House LLC held 17,237 shares of FS KKR Capital worth $181K as of Q2 2026.
  • Investment House LLC left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #216 holding.
  • Investment House LLC first reported a position in FS KKR Capital in Q2 2021 and has held it in 21 quarters since.
  • Investment House LLC's FS KKR Capital position peaked at $383K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.