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Legacy Capital Group California’s FS KKR Capital FSK Stock Holding History

Legacy Capital Group California’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 		$1.11M Sell
105,870
-22,819
-18% -$245K 0.34% 84
2026
Q1 		$1.31M Sell
128,689
-184,926
-59% -$2.31M 0.5% 38
2025
Q4 		$4.64M Buy
313,615
+102,864
+49% +$1.56M 1.13% 10
2025
Q3 		$3.15M Buy
210,751
+11,564
+6% +$219K 0.8% 19
2025
Q2 		$4.13M Buy
199,187
+24,758
+14% +$505K 1.15% 13
2025
Q1 		$3.65M Buy
174,429
+8,607
+5% +$192K 1.27% 12
2024
Q4 		$3.6M Sell
165,822
-1,665
-1% -$34.9K 1.1% 10
2024
Q3 		$3.3M Sell
167,487
-1,447
-0.9% -$28.7K 1.1% 12
2024
Q2 		$3.33M Sell
168,934
-4,173
-2% -$82K 1.2% 10
2024
Q1 		$3.3M Sell
173,107
-2,890
-2% -$57.2K 1.22% 10
2023
Q4 		$3.51M Buy
175,997
+512
+0.3% +$10.1K 1.36% 12
2023
Q3 		$3.46M Buy
175,485
+486
+0.3% +$9.72K 1.48% 11
2023
Q2 		$3.36M Buy
174,999
+4,008
+2% +$75.8K 1.38% 11
2023
Q1 		$3.16M Buy
+170,991
New +$3.24M 1.55% 9

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

Legacy Capital Group California's FSK Position: Q2 2026 in Review

Legacy Capital Group California reduced its FS KKR Capital (FSK) stake by 18% in Q2 2026, selling an estimated $245K and leaving 105,870 shares worth $1.11M. The position accounts for 0.34% of the portfolio, ranked #84.

Legacy Capital Group California first reported a position in FSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.64M in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Legacy Capital Group California held 105,870 shares of FS KKR Capital worth $1.11M as of Q2 2026.
  • Legacy Capital Group California sold 22,819 FS KKR Capital shares in Q2 2026, an estimated $245K.
  • FS KKR Capital made up 0.34% of Legacy Capital Group California's portfolio in Q2 2026, its #84 holding.
  • Legacy Capital Group California first reported a position in FS KKR Capital in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's FS KKR Capital position peaked at $4.64M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.