LFG
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Larson Financial Group’s FS KKR Capital FSK Stock Holding History

Larson 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
Q1 		$1.94M Buy
190,383
+26,322
+16% +$329K 0.06% 243
2025
Q4 		$2.43M Sell
164,061
-19,271
-11% -$292K 0.08% 203
2025
Q3 		$2.74M Buy
183,332
+4,910
+3% +$92.9K 0.1% 185
2025
Q2 		$3.7M Buy
178,422
+31,274
+21% +$637K 0.15% 134
2025
Q1 		$3.08M Buy
147,148
+23,732
+19% +$531K 0.15% 132
2024
Q4 		$2.68M Buy
123,416
+21,650
+21% +$454K 0.14% 136
2024
Q3 		$2.01M Buy
101,766
+4,781
+5% +$95K 0.11% 159
2024
Q2 		$1.91M Buy
96,985
+7,416
+8% +$146K 0.13% 135
2024
Q1 		$1.71M Sell
89,569
-1,418
-2% -$28.1K 0.13% 134
2023
Q4 		$1.82M Sell
90,987
-2,844
-3% -$55.9K 0.16% 116
2023
Q3 		$1.85M Buy
93,831
+2,785
+3% +$55.7K 0.18% 103
2023
Q2 		$1.75M Buy
91,046
+1,914
+2% +$36.2K 0.17% 106
2023
Q1 		$1.65M Sell
89,132
-1,690
-2% -$32K 0.18% 108
2022
Q4 		$1.59M Buy
90,822
+79
+0.1% +$1.47K 0.19% 107
2022
Q3 		$1.54M Buy
90,743
+90,547
+46,197% +$1.89M 0.22% 84
2022
Q2 		$4K Buy
+196
New +$4.16K ﹤0.01% 899
2021
Q4 		– Sell
-500
Closed -$11K – 1107
2021
Q3 		$11K Buy
+500
New +$11K ﹤0.01% 574

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Larson Financial Group's FSK Position: Q1 2026 in Review

Larson Financial Group increased its FS KKR Capital (FSK) stake by 16% in Q1 2026, buying an estimated $329K and bringing the position to 190,383 shares worth $1.94M. The position accounts for 0.06% of the portfolio, ranked #243.

Larson Financial Group first reported a position in FSK in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.7M in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Larson Financial Group held 190,383 shares of FS KKR Capital worth $1.94M as of Q1 2026.
  • Larson Financial Group bought 26,322 FS KKR Capital shares in Q1 2026, an estimated $329K.
  • FS KKR Capital made up 0.06% of Larson Financial Group's portfolio in Q1 2026, its #243 holding.
  • Larson Financial Group first reported a position in FS KKR Capital in Q3 2021 and has held it in 17 quarters since.
  • Larson Financial Group's FS KKR Capital position peaked at $3.7M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.