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 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 $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $258M AUM 20.26% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Legacy Capital Group California's FSK Position: Q1 2026 in Review

Legacy Capital Group California reduced its FS KKR Capital (FSK) stake by 59% in Q1 2026, selling an estimated $2.31M and leaving 128,689 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #38.

Legacy Capital Group California first reported a position in FSK in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.64M in Q4 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Legacy Capital Group California held 128,689 shares of FS KKR Capital worth $1.31M as of Q1 2026.
Legacy Capital Group California sold 184,926 FS KKR Capital shares in Q1 2026, an estimated $2.31M.
FS KKR Capital made up 0.5% of Legacy Capital Group California's portfolio in Q1 2026, its #38 holding.
Legacy Capital Group California first reported a position in FS KKR Capital in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's FS KKR Capital position peaked at $4.64M in Q4 2025.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.