Jones Financial Companies
FSK icon

Jones Financial Companies’s FS KKR Capital FSK Stock Holding History

Jones Financial Companies’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 		$90.5K Sell
8,700
-723
-8% -$7.78K ﹤0.01% 2892
2026
Q1 		$93.4K Sell
9,423
-1,985
-17% -$24.8K ﹤0.01% 2702
2025
Q4 		$169K Buy
11,408
+6,098
+115% +$92.4K ﹤0.01% 1978
2025
Q3 		$80.5K Sell
5,310
-1,772
-25% -$33.5K ﹤0.01% 2163
2025
Q2 		$146K Buy
7,082
+1,794
+34% +$36.6K ﹤0.01% 1779
2025
Q1 		$111K Buy
5,288
+2,935
+125% +$65.6K ﹤0.01% 1725
2024
Q4 		$51.1K Buy
2,353
+1,554
+194% +$32.6K ﹤0.01% 1870
2024
Q3 		$15.8K Sell
799
-39
-5% -$775 ﹤0.01% 2041
2024
Q2 		$16.5K Buy
+838
New +$16.5K ﹤0.01% 1606

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

Jones Financial Companies's FSK Position: Q2 2026 in Review

Jones Financial Companies reduced its FS KKR Capital (FSK) stake by 7.7% in Q2 2026, selling an estimated $7.78K and leaving 8,700 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Jones Financial Companies first reported a position in FSK in Q2 2024 and has held it in 9 quarters since. The position peaked at $169K in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Jones Financial Companies held 8,700 shares of FS KKR Capital worth $90.5K as of Q2 2026.
  • Jones Financial Companies sold 723 FS KKR Capital shares in Q2 2026, an estimated $7.78K.
  • FS KKR Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2892 holding.
  • Jones Financial Companies first reported a position in FS KKR Capital in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's FS KKR Capital position peaked at $169K in Q4 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.